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Broadridge

520 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
476
Weaver C. Barksdale & Associates
Tennessee
$22K +$1.16K +15 +6%
CFG
477
Citizens Financial Group
Rhode Island
$21K
BC
478
Bartlett & Co
Ohio
$18K
CBOA
479
Commonwealth Bank of Australia
Australia
$16K -$108K -1,400 -88%
FPB
480
First PREMIER Bank
South Dakota
$16K
HR
481
Howe & Rusling
New York
$16K
LNB
482
Ledyard National Bank
$16K
TCM
483
Tradewinds Capital Management
Washington
$16K
FPFS
484
First Personal Financial Services
North Carolina
$15K
FAM
485
Fred Alger Management
New York
$15K +$6.55K +85 +85%
GRP
486
Global Retirement Partners
California
$15K +$13.9K +180 New
SIC
487
Salem Investment Counselors
North Carolina
$12K
MWM
488
MinichMacGregor Wealth Management
New York
$11K
SNT
489
Security National Trust
West Virginia
$11K
WT
490
Whittier Trust
California
$11K
FCB
491
First Command Bank
Texas
$10K +$9.09K +118 New
FCFS
492
First Command Financial Services
Texas
$10K +$9.09K +118 New
TWA
493
TCI Wealth Advisors
Arizona
$9K
CHC
494
City Holding Co
West Virginia
$9K +$4.47K +58 +121%
WEC
495
Winslow Evans & Crocker
Massachusetts
$8.08K +$7.7K +100 New
EWM
496
Endurance Wealth Management
Rhode Island
$8K
FMP
497
Financial Management Professionals
Texas
$8K
GBBWRPM
498
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
WTB
499
Washington Trust Bank
Washington
$8K +$7.7K +100 New
AWMS
500
Advocacy Wealth Management Services
Georgia
$7K