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Broadridge

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
QI
501
QS Investors
New York
$154K -$142K -1,300 -48%
GFP
502
Gryphon Financial Partners
Ohio
$150K -$9.35K -85 -6%
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K +$137K +1,252 +5,008%
TCOV
504
Trust Company of Vermont
Vermont
$139K
LJHT
505
Laurie J. Hall Trustee
$137K -$4.06K -37 -3%
RFC
506
Regions Financial Corp
Alabama
$133K -$22.3K -204 -14%
CB
507
Community Bank
New York
$127K
QCG
508
Quadrant Capital Group
Ohio
$125K
BWM
509
Baystate Wealth Management
Massachusetts
$117K +$117K +1,069 New
CF
510
Centaurus Financial
California
$116K +$116K +1,055 New
IIC
511
Integrated Investment Consultants
Michigan
$112K +$112K +1,025 New
EMG
512
ETF Managers Group
New Jersey
$111K +$13.7K +128 +14%
OMCS
513
Old Mutual Customised Solutions
South Africa
$99K
WOC
514
West Oak Capital
California
$98.7K
WB
515
Webster Bank
Connecticut
$95K +$4.39K +40 +5%
EA
516
Edge Advisors
Georgia
$90K
CAW
517
Cornerstone Advisors (Washington)
Washington
$89K +$1.98K +18 +2%
YWP
518
YorkBridge Wealth Partners
New York
$86K
TFA
519
Toth Financial Advisory
Virginia
$84K
PCP
520
Proficio Capital Partners
Massachusetts
$83K -$10.7K -98 -11%
TF
521
Tompkins Financial
New York
$82K +$56.7K +515 +224%
MA
522
MUFG Americas
New York
$77K -$34.7K -313 -31%
HDIM
523
Hanson & Doremus Investment Management
Vermont
$77K
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$76K
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$73K