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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$60K +$58.2K +667 New
OFS
502
Orrstown Financial Services
Pennsylvania
$57K
FHA
503
First Horizon Advisors
Tennessee
$56K +$436 +5 +0.8%
BCM
504
Brasada Capital Management
Texas
$49K +$47K +539 New
IWP
505
Icon Wealth Partners
Texas
$48K +$46.6K +534 New
AW
506
Alpha Windward
Massachusetts
$45K
Bessemer Group
507
Bessemer Group
New Jersey
$45K
WA
508
Waverly Advisors
Alabama
$45K +$43.6K +500 New
LWA
509
Lowe Wealth Advisors
Maryland
$44K
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$42K +$349 +4 +0.9%
LFA
511
Legacy Financial Advisors
Kentucky
$42K +$40.7K +466 New
RFA
512
Reilly Financial Advisors
California
$40K +$9.77K +112 +34%
AIS
513
Accurate Investment Solutions
Pennsylvania
$39K
PA
514
Parallel Advisors
California
$39K
HFM
515
Harvest Fund Management
China
$39K +$38K +435 New
CT
516
CPF Texas
Texas
$38K +$36.5K +418 New
LWM
517
Lenox Wealth Management
Ohio
$37K -$17.6K -202 -33%
GBT
518
Grove Bank & Trust
Florida
$37K -$2.62K -30 -7%
NCM
519
New Capital Management
Texas
$34K
AWM
520
AllSquare Wealth Management
New York
$32K -$1.48K -17 -5%
GWS
521
Glassman Wealth Services
Virginia
$32K
FPFS
522
First Personal Financial Services
North Carolina
$31K +$13.5K +155 +84%
MSA
523
Marino Stram & Associates
Massachusetts
$31K +$29.8K +341 New
GWM
524
Geneos Wealth Management
Colorado
$30K -$4.8K -55 -14%
HWP
525
Hefty Wealth Partners
Indiana
$29K