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Broadridge

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
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
Shares
Change %
FHA
501
First Horizon Advisors
Tennessee
$56K +$452 +5 +0.8%
BCM
502
Brasada Capital Management
Texas
$49K +$49K +539 New
IWP
503
Icon Wealth Partners
Texas
$48K +$48K +534 New
AW
504
Alpha Windward
Massachusetts
$45K
Bessemer Group
505
Bessemer Group
New Jersey
$45K
WA
506
Waverly Advisors
Alabama
$45K +$45K +500 New
LWA
507
Lowe Wealth Advisors
Maryland
$44K
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$42K +$360 +4 +0.9%
LFA
509
Legacy Financial Advisors
Kentucky
$42K +$42K +466 New
RFA
510
Reilly Financial Advisors
California
$40K +$10.3K +112 +34%
AIS
511
Accurate Investment Solutions
Pennsylvania
$39K
PA
512
Parallel Advisors
California
$39K
HFM
513
Harvest Fund Management
China
$39K +$39K +435 New
CT
514
CPF Texas
Texas
$38K +$38K +418 New
LWM
515
Lenox Wealth Management
Ohio
$37K -$18.3K -202 -33%
GBT
516
Grove Bank & Trust
Florida
$37K -$2.73K -30 -7%
NCM
517
New Capital Management
Texas
$34K
AWM
518
AllSquare Wealth Management
New York
$32K -$1.55K -17 -5%
GWS
519
Glassman Wealth Services
Virginia
$32K
FPFS
520
First Personal Financial Services
North Carolina
$31K +$14.1K +155 +84%
MSA
521
Marino Stram & Associates
Massachusetts
$31K +$31K +341 New
GWM
522
Geneos Wealth Management
Colorado
$30K -$4.97K -55 -14%
HWP
523
Hefty Wealth Partners
Indiana
$29K
LCM
524
Liberty Capital Management
Michigan
$28K
GAM
525
Gemmer Asset Management
California
$28K