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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
501
Wambolt & Associates
Colorado
$235K +$235K +2,442 New
HPC
502
Hobart Private Capital
North Carolina
$234K +$1.83K +19 +0.8%
IIC
503
Ironwood Investment Counsel
Arizona
$233K -$30.5K -589 -12%
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$230K +$6.63K +69 +3%
AAM
505
Aureus Asset Management
Massachusetts
$229K -$19.2K -200 -8%
PHAM
506
Palisades Hudson Asset Management
Florida
$226K -$62.8K -653 -22%
SS
507
Simplicity Solutions
Minnesota
$223K -$298K -3,100 -57%
CPA
508
Court Place Advisors
Maryland
$223K
ZIC
509
ZWJ Investment Counsel
Georgia
$222K
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$222K +$10.8K +112 +5%
PWMG
511
Prestige Wealth Management Group
New Jersey
$221K +$221K +2,295 New
Cerity Partners
512
Cerity Partners
New York
$217K -$7.03K -73 -3%
SWM
513
Segment Wealth Management
Texas
$216K
GCA
514
Gideon Capital Advisors
New York
$215K -$848K -8,822 -80%
TAM
515
Tiverton Asset Management
Delaware
$215K +$32.4K +337 +18%
RMC
516
Resources Management Corp
Connecticut
$214K -$48.1K -500 -18%
PWAG
517
Polaris Wealth Advisory Group
California
$214K
OC
518
Oppenheimer & Co
New York
$214K +$214K +2,223 New
CM
519
Castleark Management
Illinois
$213K -$203K -2,110 -49%
AWM
520
AE Wealth Management
Kansas
$209K -$164K -1,700 -44%
9WM
521
9258 Wealth Management
Ohio
$208K +$208K +2,164 New
ARMC
522
American Research & Management Company
Massachusetts
$203K -$289K -3,000 -59%
MAP
523
Moody Aldrich Partners
Massachusetts
$202K -$1.16K -12 -0.6%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$200K +$5.47K +57 +3%
AIP
525
Ameritas Investment Partners
Nebraska
$198K -$1.11M -11,556 -85%