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Broadridge

503 hedge funds and large institutions have $6.78B invested in Broadridge in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+39
Holders Change %
+8.41%
% of All Funds
13.44%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
81
Increased
166
Reduced
175
Closed
33
Calls
$6.33M
Puts
$4.5M
Net Calls
+$1.83M
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
476
Burt Wealth Advisors
Maryland
$9K
WT
477
Whittier Trust
California
$9K
SNT
478
Security National Trust
West Virginia
$8K
CFA
479
Carroll Financial Associates
North Carolina
$8K +$1.6K +25 +25%
EWM
480
Endurance Wealth Management
Rhode Island
$7K
TWA
481
TCI Wealth Advisors
Arizona
$7K
CWM
482
Catamount Wealth Management
Connecticut
$7K +$7K +100 New
CG
483
Cutler Group
California
$7K +$7K +112 New
AWMS
484
Advocacy Wealth Management Services
Georgia
$6K -$31.9K -473 -84%
GBBWRPM
485
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
FIB
486
First Interstate Bank
Montana
$5K
QAM
487
QCI Asset Management
New York
$5K
MFW
488
Mosaic Family Wealth
Missouri
$5K +$156 +2 +3%
WTB
489
Washington Trust Bank
Washington
$5K +$4.14K +58 +483%
WTC
490
WhitTier Trust Company
Nevada
$4K
OFS
491
Orrstown Financial Services
Pennsylvania
$3K +$3K +40 New
CHC
492
City Holding Co
West Virginia
$3K +$3K +48 New
FWM
493
Focused Wealth Management
New York
$2K
ADL
494
Asset Dedication LLC
California
$2K
WA
495
WFG Advisors
Texas
$2K
GI
496
Gradient Investments
Minnesota
$2K
VIA
497
Vantage Investment Advisors
Pennsylvania
$2K +$2K +30 New
MRCM
498
M&R Capital Management
New Jersey
$2K +$2K +37 New
SWA
499
Sutton Wealth Advisors
Florida
$1.57K
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$1K