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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
MWPCG
476
Measured Wealth Private Client Group
New Hampshire
$340K +$340K +2,958 New
AT
477
Arden Trust
Delaware
$334K +$27.6K +240 +9%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$334K +$334K +2,900 New
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$331K -$33.1K -287 -9%
LWAC
480
Laurel Wealth Advisors (California)
California
$329K -$24.7K -215 -7%
OWD
481
Osborn Williams & Donohoe
Ohio
$329K -$14.4K -125 -4%
BEAM
482
Baker Ellis Asset Management
Washington
$328K
FB
483
Fulton Bank
Pennsylvania
$326K -$101K -878 -24%
QI
484
QS Investors
New York
$323K +$162K +1,405 +100%
SWM
485
Segment Wealth Management
Texas
$318K -$27.6K -240 -8%
NEAM
486
New England Asset Management
Connecticut
$316K +$316K +2,747 New
IIC
487
Ironwood Investment Counsel
Arizona
$313K +$30.2K +546 +11%
WA
488
Wheatland Advisors
Pennsylvania
$312K
AB
489
Atlas Brown
Kentucky
$311K
SS
490
Sunbelt Securities
Texas
$310K +$310K +2,698 New
SL
491
Signition LP
New York
$308K +$308K +2,677 New
Walleye Trading
492
Walleye Trading
New York
$307K -$595K -5,181 -66%
PA
493
Profund Advisors
Maryland
$306K -$1.62M -14,051 -84%
AP
494
Appleton Partners
Massachusetts
$301K -$31.6K -275 -10%
AAM
495
Aureus Asset Management
Massachusetts
$297K
CWS
496
Cypress Wealth Services
California
$290K
CBT
497
Capital Bank & Trust
California
$288K
Federated Hermes
498
Federated Hermes
Pennsylvania
$282K -$5.19M -45,048 -95%
GIA
499
Granite Investment Advisors
New Hampshire
$276K -$11.5K -100 -4%
CG
500
Cutler Group
California
$268K +$268K +2,330 New