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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
476
Winslow Evans & Crocker
Massachusetts
$458K
SWM
477
SeaCrest Wealth Management
New York
$453K -$6.6K -50 -1%
P
478
Pitcairn
Pennsylvania
$448K -$44.7K -339 -9%
RWA
479
Ropes Wealth Advisors
Massachusetts
$447K -$2.77K -21 -0.6%
GT
480
Glenmede Trust
Pennsylvania
$446K -$265K -2,016 -37%
BFA
481
Beaumont Financial Advisors
Massachusetts
$442K +$442K +3,346 New
PMFA
482
Plante Moran Financial Advisors
Michigan
$441K
CG
483
Cutler Group
California
$441K +$134K +1,015 +44%
OWA
484
One Wealth Advisors
California
$441K +$414K +3,126 +1,525%
CMANY
485
Capital Management Associates (New York)
New York
$432K -$115K -875 -21%
VIA
486
Vident Investment Advisory
Georgia
$430K +$25.6K +194 +6%
MMPW
487
Mitchell McLeod Pugh & Williams
Alabama
$429K
BUB
488
BBVA USA Bancshares
Texas
$428K +$9.63K +73 +2%
FANJ
489
Financial Architects (New Jersey)
New Jersey
$424K
V
490
Veritable
Delaware
$423K -$131K -989 -24%
DBRC
491
D.B. Root & Company
Pennsylvania
$422K
AA
492
ALPS Advisors
Colorado
$418K -$234K -1,771 -36%
FAAS
493
First Allied Advisory Services
California
$416K -$267K -2,017 -39%
CI
494
Cigna Investments
Connecticut
$398K -$49.8K -426 -11%
CC
495
ClearArc Capital
Ohio
$397K -$1.19K -9 -0.3%
PHAM
496
Palisades Hudson Asset Management
Florida
$396K
IR
497
Invictus RG
Bermuda
$395K +$395K +2,991 New
AMIM
498
Aull & Monroe Investment Management
Alabama
$391K
AT
499
Arden Trust
Delaware
$383K -$1.19K -9 -0.3%
AWA
500
Arete Wealth Advisors
Illinois
$377K -$121K -915 -24%