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Broadridge

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
476
MinichMacGregor Wealth Management
New York
$9K
WT
477
Whittier Trust
California
$9K
SNT
478
Security National Trust
West Virginia
$9K
BIG
479
Bellwether Investment Group
Tennessee
$9K +$9K +143 New
CFA
480
Carroll Financial Associates
North Carolina
$8K
OFS
481
Orrstown Financial Services
Pennsylvania
$8K
WA
482
WFG Advisors
Texas
$8K +$5.83K +86 +269%
TWA
483
TCI Wealth Advisors
Arizona
$7K -$1.8K -29 -20%
FAM
484
Fred Alger Management
New York
$7K
GBBWRPM
485
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
CWM
486
Catamount Wealth Management
Connecticut
$7K
EWM
487
Endurance Wealth Management
Rhode Island
$7K
FMP
488
Financial Management Professionals
Texas
$6K
AWMS
489
Advocacy Wealth Management Services
Georgia
$6K
NFG
490
Next Financial Group
Texas
$6K
PA
491
Parallel Advisors
California
$6K +$6K +88 New
FIB
492
First Interstate Bank
Montana
$5K
QAM
493
QCI Asset Management
New York
$5K
WTC
494
WhitTier Trust Company
Nevada
$4K
MFW
495
Mosaic Family Wealth
Missouri
$4K +$63 +1 +2%
MFS
496
MSI Financial Services
Massachusetts
$3K -$52.8K -774 -95%
CHC
497
City Holding Co
West Virginia
$3K
EARNEST Partners
498
EARNEST Partners
Georgia
$3K +$3K +46 New
MRCM
499
M&R Capital Management
New Jersey
$2K
ADL
500
Asset Dedication LLC
California
$2K