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Broadridge

508 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Versant Capital Management
Arizona
$2K
SSB
502
Sandy Spring Bank
Maryland
$2K +$1.8K +25 New
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89K
SWA
504
Sutton Wealth Advisors
Florida
$1.81K
EFSCE
505
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$15.2K -210 -92%
Walleye Trading
506
Walleye Trading
New York
$140 +$134K +1,859 New
IWM
507
IHT Wealth Management
Illinois
$2 +$14.7K +204 +159%
NEI
508
Northwest & Ethical Investments
Ontario, Canada
-$2.46M -36,130 Closed
N
509
Nuveen
North Carolina
-$2.4M -35,368 Closed
N
510
Natixis
France
-$2.29M -33,625 Closed
QT
511
Quantbot Technologies
New York
-$1.77M -26,073 Closed
HW
512
Hancock Whitney
Mississippi
-$1.22M -17,933 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
513
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.18M -17,300 Closed
SCM
514
Stevens Capital Management
Pennsylvania
-$1.07M -15,716 Closed
Balyasny Asset Management
515
Balyasny Asset Management
Illinois
-$992K -14,600 Closed
Verition Fund Management
516
Verition Fund Management
Connecticut
-$884K -13,016 Closed
HCMT
517
Highland Capital Management (Tennessee)
Tennessee
-$867K -12,768 Closed
DnB Asset Management
518
DnB Asset Management
Norway
-$715K -10,523 Closed
WCM
519
Wedge Capital Management
North Carolina
-$690K -10,148 Closed
Simplex Trading
520
Simplex Trading
Illinois
-$712K -9,859 Closed
PAM
521
Princeton Alpha Management
New Jersey
-$496K -7,305 Closed
MHC
522
Meyer Handelman Company
New York
-$493K -7,250 Closed
MIAN
523
Mariner Independent Advisor Network
Kansas
-$402K -5,922 Closed
MYLI
524
Meiji Yasuda Life Insurance
Japan
-$286K -4,210 Closed
SI
525
Sentry Investments
Ontario, Canada
-$245K -3,600 Closed