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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
476
Financial Management Professionals
Texas
$6K
VCM
477
Vigilant Capital Management
Maine
$5K -$12.1K -184 -71%
FIB
478
First Interstate Bank
Montana
$5K
SPIA
479
Steward Partners Investment Advisory
New York
$5K +$5K +88 New
WTC
480
WhitTier Trust Company
Nevada
$4K
MFW
481
Mosaic Family Wealth
Missouri
$4K
PG
482
Patten Group
Tennessee
$4K +$4K +61 New
CCM
483
Cribstone Capital Management
Maine
$4K +$4K +65 New
CHC
484
City Holding Co
West Virginia
$3K
WA
485
WFG Advisors
Texas
$2K -$5.38K -86 -73%
FWM
486
Focused Wealth Management
New York
$2K
VCM
487
Versant Capital Management
Arizona
$2K
MRCM
488
M&R Capital Management
New Jersey
$2K
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$2K
OFW
490
Omnia Family Wealth
Florida
$2K
ADL
491
Asset Dedication LLC
California
$2K
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7K +$1.7K +25 New
SWA
493
Sutton Wealth Advisors
Florida
$1.63K
Lazard Asset Management
494
Lazard Asset Management
New York
$1K -$2.98M -71,468 -100%
KKAMG
495
Kernodle & Katon Asset Management Group
Arkansas
$1K +$1K +11 New
MBA
496
McQueen Ball & Associates
Pennsylvania
$741 +$5 +75 +0.7%
CIM
497
Calvert Investment Management
Maryland
-$6.94M -104,595 Closed
QIM
498
Quantitative Investment Management
Virginia
-$3.33M -50,200 Closed
DADC
499
D.A. Davidson & Co
Montana
-$2.53M -38,092 Closed
CFA
500
Camarda Financial Advisors
Florida
-$1.4M -21,039 Closed