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Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
451
FDx Advisors
Illinois
$382K -$634K -5,094 -62%
HWA
452
Heritage Wealth Advisors
Virginia
$376K
BFA
453
Beaumont Financial Advisors
Massachusetts
$374K
BS
454
Bessemer Securities
New York
$373K
AP
455
Appleton Partners
Massachusetts
$370K +$11.8K +95 +3%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$370K +$172K +1,381 +87%
TW
457
TrinityPoint Wealth
Connecticut
$369K +$19.9K +161 +6%
CBT
458
Capital Bank & Trust
California
$369K +$58K +466 +19%
VWM
459
Venturi Wealth Management
Texas
$368K -$63K -506 -15%
MML Investors Services
460
MML Investors Services
Massachusetts
$364K -$119K -956 -25%
VF
461
Virtu Financial
New York
$363K +$363K +2,918 New
AA
462
ALPS Advisors
Colorado
$357K -$234K -1,881 -40%
Wealthfront Advisers
463
Wealthfront Advisers
California
$357K +$2.24K +18 +0.6%
BEAM
464
Baker Ellis Asset Management
Washington
$355K
ONB
465
Old National Bancorp
Indiana
$353K -$12.6K -101 -3%
GIA
466
Granite Investment Advisors
New Hampshire
$352K -$71.6K -575 -17%
NC
467
Noked Capital
Israel
$348K +$348K +2,800 New
NI
468
Noked Israel
Israel
$348K +$348K +2,800 New
RC
469
RegentAtlantic Capital
New Jersey
$342K +$342K +2,750 New
AT
470
Arden Trust
Delaware
$339K -$5.98K -48 -2%
FIM
471
Freedom Investment Management
Connecticut
$338K +$39.7K +319 +13%
FT
472
Fiduciary Trust
Massachusetts
$337K
EOJOAM
473
E. Ohman J:or Asset Management
Sweden
$336K
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$335K +$34K +274 +11%
C
475
Cerebellum
California
$333K +$333K +2,680 New