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Broadridge

530 hedge funds and large institutions have $6.76B invested in Broadridge in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 200 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
14.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
62
Increased
168
Reduced
200
Closed
30
Calls
$2.88M
Puts
$11.8M
Net Calls
-$8.95M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
501
WealthTrust-Arizona
Arizona
$9K -$8.23K -128 -48%
MWM
502
MinichMacGregor Wealth Management
New York
$9K -$188 -3 -2%
WT
503
Whittier Trust
California
$9K
SNT
504
Security National Trust
West Virginia
$9K
CFA
505
Carroll Financial Associates
North Carolina
$8K
OFS
506
Orrstown Financial Services
Pennsylvania
$8K +$5.44K +85 +213%
FAM
507
Fred Alger Management
New York
$7K -$2.29M -32,653 -100%
CWM
508
Catamount Wealth Management
Connecticut
$7K
EWM
509
Endurance Wealth Management
Rhode Island
$7K
GBBWRPM
510
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K
FMP
511
Financial Management Professionals
Texas
$6K -$8.04K -134 -57%
AWMS
512
Advocacy Wealth Management Services
Georgia
$6K
NFG
513
Next Financial Group
Texas
$6K +$6K +91 New
QAM
514
QCI Asset Management
New York
$5K
FIB
515
First Interstate Bank
Montana
$5K
MFW
516
Mosaic Family Wealth
Missouri
$4K -$63 -1 -2%
WTC
517
WhitTier Trust Company
Nevada
$4K
CHC
518
City Holding Co
West Virginia
$3K
WTB
519
Washington Trust Bank
Washington
$2K -$3.39K -44 -63%
ADL
520
Asset Dedication LLC
California
$2K
WA
521
WFG Advisors
Texas
$2K
GI
522
Gradient Investments
Minnesota
$2K
MRCM
523
M&R Capital Management
New Jersey
$2K
FWM
524
Focused Wealth Management
New York
$2K
VIA
525
Vantage Investment Advisors
Pennsylvania
$2K