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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
PWLP
501
Prio Wealth Limited Partnership
Massachusetts
$267K
CPA
502
Court Place Advisors
Maryland
$267K
VF
503
Virtu Financial
New York
$266K +$266K +2,315 New
ZIC
504
ZWJ Investment Counsel
Georgia
$265K
TSS
505
Two Sigma Securities
New York
$264K -$92.5K -805 -26%
BFS
506
Bradley Foster & Sargent
Connecticut
$262K
MWM
507
Mission Wealth Management
California
$258K -$126K -1,099 -33%
MAP
508
Moody Aldrich Partners
Massachusetts
$258K -$575 -5 -0.2%
IRF
509
IBM Retirement Fund
New York
$257K -$39.9K -347 -13%
SIA
510
Sit Investment Associates
Minnesota
$256K
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$256K +$256K +2,221 New
VFA
512
Voya Financial Advisors
Connecticut
$252K -$31.1K -272 -11%
HPC
513
Hobart Private Capital
North Carolina
$243K +$24.9K +216 +11%
ST
514
Smithfield Trust
Pennsylvania
$241K -$34K -296 -12%
MIM
515
Marco Investment Management
Georgia
$240K
EWM
516
Evercore Wealth Management
New York
$237K -$90K -780 -28%
CPH
517
C Partners Holding
Switzerland
$236K -$29.5K -257 -11%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$235K
FT
519
Fiduciary Trust
Massachusetts
$234K
DWM
520
Dakota Wealth Management
Florida
$231K +$231K +2,003 New
BW
521
Bison Wealth
Georgia
$230K -$5.41K -47 -2%
FMW
522
Farr Miller & Washington
District of Columbia
$230K
Nomura Holdings
523
Nomura Holdings
Japan
$220K -$357K -3,092 -62%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$216K -$2.77K -24 -1%
BHWM
525
Bar Harbor Wealth Management
New Hampshire
$214K -$38.4K -334 -15%