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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
501
Baker Ellis Asset Management
Washington
$376K
QI
502
QS Investors
New York
$371K
ECM
503
ETrade Capital Management
Virginia
$368K -$338K -2,565 -48%
OWD
504
Osborn Williams & Donohoe
Ohio
$367K -$9.9K -75 -3%
PA
505
Profund Advisors
Maryland
$367K +$16.1K +122 +5%
GFP
506
Gryphon Financial Partners
Ohio
$365K +$191K +1,448 +110%
NEAM
507
New England Asset Management
Connecticut
$362K
RMC
508
Resources Management Corp
Connecticut
$359K +$359K +2,725 New
WA
509
Wheatland Advisors
Pennsylvania
$358K
CC
510
Courier Capital
New York
$356K -$47.4K -359 -12%
QIM
511
Quantitative Investment Management
Virginia
$356K +$356K +2,700 New
BTNA
512
Bremer Trust National Association
Minnesota
$354K -$37K -280 -9%
BBHC
513
Brown Brothers Harriman & Co
New York
$342K -$162K -1,230 -32%
AP
514
Appleton Partners
Massachusetts
$341K -$4.62K -35 -1%
AAM
515
Aureus Asset Management
Massachusetts
$341K
PHK
516
Point72 Hong Kong
Hong Kong
$339K -$154K -1,167 -31%
FB
517
Fulton Bank
Pennsylvania
$339K -$34.9K -264 -9%
ACA
518
Atlas Capital Advisors
Wyoming
$332K +$332K +2,561 New
D.E. Shaw & Co
519
D.E. Shaw & Co
New York
$332K -$1.31M -9,920 -80%
CWS
520
Cypress Wealth Services
California
$332K
CBT
521
Capital Bank & Trust
California
$330K
DWM
522
Dakota Wealth Management
Florida
$326K +$62K +470 +23%
MWM
523
Mission Wealth Management
California
$325K +$29K +220 +10%
HPC
524
Hobart Private Capital
North Carolina
$319K +$40.6K +308 +15%
GIA
525
Granite Investment Advisors
New Hampshire
$317K