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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
451
Dakota Wealth Management
Florida
$326K
RWA
452
Ropes Wealth Advisors
Massachusetts
$326K
V
453
Veritable
Delaware
$326K +$17.5K +182 +6%
PMFA
454
Plante Moran Financial Advisors
Michigan
$320K -$2.02K -21 -0.6%
BUB
455
BBVA USA Bancshares
Texas
$320K +$7.33K +76 +2%
SWM
456
SeaCrest Wealth Management
New York
$319K -$11.3K -117 -3%
MMPW
457
Mitchell McLeod Pugh & Williams
Alabama
$310K -$2.4K -25 -0.8%
FANJ
458
Financial Architects (New Jersey)
New Jersey
$310K
CMANY
459
Capital Management Associates (New York)
New York
$308K -$7.22K -75 -2%
DBRC
460
D.B. Root & Company
Pennsylvania
$308K
RIM
461
Redpoint Investment Management
Australia
$307K -$39.1K -406 -11%
MERSOM
462
Municipal Employees' Retirement System of Michigan
Michigan
$301K +$301K +3,130 New
QCG
463
Quadrant Capital Group
Ohio
$300K +$188K +2,000 +169%
TAM
464
Tocqueville Asset Management
New York
$294K -$543K -5,642 -65%
EGM
465
Engineers Gate Manager
New York
$294K +$294K +3,059 New
P
466
Pitcairn
Pennsylvania
$290K -$37K -384 -11%
HWA
467
Heritage Wealth Advisors
Virginia
$289K -$86.2K -896 -23%
BS
468
Bessemer Securities
New York
$289K +$289K +3,000 New
BFA
469
Beaumont Financial Advisors
Massachusetts
$288K -$33.6K -350 -10%
FAAS
470
First Allied Advisory Services
California
$287K -$9.44K -100 -3%
AR
471
Advisory Research
Illinois
$287K +$69.2K +718 +32%
SB
472
Simmons Bank
Arkansas
$287K +$118K +1,224 +70%
SWA
473
Stratos Wealth Advisors
Ohio
$276K +$276K +2,864 New
BEAM
474
Baker Ellis Asset Management
Washington
$274K
QI
475
QS Investors
New York
$271K