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Broadridge

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
501
Zions Bancorporation
Utah
$6K +$6K +76 New
CCM
502
Cribstone Capital Management
Maine
$5K
WTC
503
WhitTier Trust Company
Nevada
$5K
MFW
504
Mosaic Family Wealth
Missouri
$5K +$77 +1 +2%
IP
505
Isthmus Partners
Wisconsin
$5K +$5K +68 New
QAM
506
QCI Asset Management
New York
$4K -$2K -25 -33%
CFA
507
Carroll Financial Associates
North Carolina
$3K -$6.87K -87 -70%
FWM
508
Focused Wealth Management
New York
$3K
FDCDDQ
509
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02K
VCM
510
Versant Capital Management
Arizona
$2K
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
MRCM
512
M&R Capital Management
New Jersey
$2K
SSB
513
Sandy Spring Bank
Maryland
$2K
ADL
514
Asset Dedication LLC
California
$2K
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$2K
OFW
516
Omnia Family Wealth
Florida
$2K
Chevy Chase Trust
517
Chevy Chase Trust
Maryland
$2K +$2K +25 New
SWA
518
Sutton Wealth Advisors
Florida
$1.94K
CRM
519
Cramer Rosenthal McGlynn
Connecticut
-$29.1M -385,437 Closed
Citadel Advisors
520
Citadel Advisors
Florida
-$10.4M -137,596 Closed
AIA
521
Affinity Investment Advisors
California
-$2.14M -28,250 Closed
SG
522
StoneX Group
New York
-$1.89M -24,994 Closed
GH
523
GAM Holding
Switzerland
-$1.53M -20,241 Closed
JG
524
Jefferies Group
New York
-$1.06M -14,032 Closed
PG
525
PEAK6 Group
Illinois
-$789K -10,441 Closed