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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$143K +$110K +1,264 +397%
CAPTRUST Financial Advisors
477
CAPTRUST Financial Advisors
North Carolina
$133K +$127K +1,460 New
GFP
478
Gryphon Financial Partners
Ohio
$131K +$126K +1,448 New
RFC
479
Regions Financial Corp
Alabama
$128K +$124K +1,420 New
PHK
480
Point72 Hong Kong
Hong Kong
$121K +$80.1K +918 +219%
LJHT
481
Laurie J. Hall Trustee
$117K
TCOV
482
Trust Company of Vermont
Vermont
$115K
CB
483
Community Bank
New York
$105K +$24.6K +282 +32%
QCG
484
Quadrant Capital Group
Ohio
$99K +$873 +10 +0.9%
MA
485
MUFG Americas
New York
$92K +$27.3K +313 +45%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$87K +$84.2K +965 New
OMCS
487
Old Mutual Customised Solutions
South Africa
$82K
EMG
488
ETF Managers Group
New Jersey
$82K +$11.2K +128 +16%
WOC
489
West Oak Capital
California
$81.5K +$8.72K +100 +13%
PCP
490
Proficio Capital Partners
Massachusetts
$78K +$611 +7 +0.8%
WB
491
Webster Bank
Connecticut
$75K
EA
492
Edge Advisors
Georgia
$74K
YWP
493
YorkBridge Wealth Partners
New York
$72K
CAW
494
Cornerstone Advisors (Washington)
Washington
$72K +$7.85K +90 +13%
DCM
495
Delpha Capital Management
New York
$72K +$69.7K +799 New
IUHSA
496
Itau Unibanco Holding S.A.
Brazil
$71K -$74K -848 -52%
TFA
497
Toth Financial Advisory
Virginia
$70K +$67.2K +770 New
MAM
498
Meeder Asset Management
Ohio
$64K -$413K -4,735 -87%
HDIM
499
Hanson & Doremus Investment Management
Vermont
$63K
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$63K +$3.58K +41 +6%