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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
I
451
IberiaBank
Louisiana
$595K +$121K +914 +25%
KFA
452
Kelleher Financial Advisors
New York
$593K
CM
453
Castleark Management
Illinois
$570K
AI
454
Accredited Investors
Minnesota
$567K +$567K +4,294 New
SL
455
Signition LP
New York
$558K +$205K +1,554 +58%
ACP
456
Ashfield Capital Partners
California
$550K
BFO
457
Biltmore Family Office
North Carolina
$530K
FM
458
Forward Management
California
$529K -$114K -867 -18%
BO
459
Bank OZK
Arkansas
$528K
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$527K -$128K -967 -19%
NA
461
NewEdge Advisors
Louisiana
$525K -$32.1K -243 -6%
CB
462
Commerce Bank
Missouri
$517K -$1.72K -13 -0.3%
HWA
463
Heritage Wealth Advisors
Virginia
$514K
AWM
464
AE Wealth Management
Kansas
$511K +$511K +3,870 New
BL
465
BFSG LLC
California
$510K -$6.73K -51 -1%
BAM
466
Belpointe Asset Management
Nevada
$510K +$510K +3,865 New
LCM
467
Laurion Capital Management
New York
$509K -$4.06M -30,774 -89%
CANY
468
Caxton Associates (New York)
New York
$507K -$363K -2,751 -42%
ACI
469
Alpha Cubed Investments
California
$500K +$500K +4,278 New
MWPCG
470
Measured Wealth Private Client Group
New Hampshire
$484K +$92.9K +703 +24%
EOJOAM
471
E. Ohman J:or Asset Management
Sweden
$475K
RIM
472
Redpoint Investment Management
Australia
$474K
First Manhattan
473
First Manhattan
New York
$466K
FRM
474
Fox Run Management
Connecticut
$465K +$465K +3,522 New
Caisse de Depot et Placement du Quebec (CDPQ)
475
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$462K -$119K -900 -20%