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Broadridge

508 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
476
Salem Investment Counselors
North Carolina
$11K
MWM
477
MinichMacGregor Wealth Management
New York
$11K +$144 +2 +1%
SNT
478
Security National Trust
West Virginia
$10K
WT
479
Whittier Trust
California
$10K
CFA
480
Carroll Financial Associates
North Carolina
$9K
TWA
481
TCI Wealth Advisors
Arizona
$9K
EWM
482
Endurance Wealth Management
Rhode Island
$8K
FAM
483
Fred Alger Management
New York
$8K
AWMS
484
Advocacy Wealth Management Services
Georgia
$7K
FMP
485
Financial Management Professionals
Texas
$7K
GBBWRPM
486
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
QAM
487
QCI Asset Management
New York
$6K -$72.2K -1,000 -93%
FIB
488
First Interstate Bank
Montana
$6K
VCM
489
Vigilant Capital Management
Maine
$6K
CCM
490
Cribstone Capital Management
Maine
$5K
MFW
491
Mosaic Family Wealth
Missouri
$5K
CHC
492
City Holding Co
West Virginia
$4K
WTC
493
WhitTier Trust Company
Nevada
$4K
DADC
494
D.A. Davidson & Co
Montana
$4K +$4.33K +60 New
GS
495
GAM Systematic
United Kingdom
$3K -$537K -7,437 -99%
ADL
496
Asset Dedication LLC
California
$2K
FWM
497
Focused Wealth Management
New York
$2K
MRCM
498
M&R Capital Management
New Jersey
$2K
OFW
499
Omnia Family Wealth
Florida
$2K
PFGIA
500
Patriot Financial Group Insurance Agency
Massachusetts
$2K