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Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
501
Tiverton Asset Management
Delaware
$258K +$26.5K +256 +11%
AWM
502
AE Wealth Management
Kansas
$258K +$32.6K +314 +14%
NG
503
Northstar Group
New York
$257K +$257K +2,480 New
MWM
504
Mission Wealth Management
California
$256K +$104 +1 +0%
BFA
505
Beaumont Financial Advisors
Massachusetts
$254K -$56.2K -543 -18%
PAS
506
Park Avenue Securities
New York
$254K +$254K +2,419 New
AI
507
Atria Investments
North Carolina
$253K +$253K +2,441 New
AMIM
508
Aull & Monroe Investment Management
Alabama
$248K -$33.8K -325 -12%
AAM
509
Aureus Asset Management
Massachusetts
$247K
PA
510
Profund Advisors
Maryland
$242K +$242K +2,336 New
PWLP
511
Prio Wealth Limited Partnership
Massachusetts
$241K -$7.15K -69 -3%
CPA
512
Court Place Advisors
Maryland
$240K
ZIC
513
ZWJ Investment Counsel
Georgia
$239K
ACA
514
Aptus Capital Advisors
Alabama
$239K +$239K +2,312 New
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$238K -$931 -9 -0.4%
PWMG
516
Prestige Wealth Management Group
New Jersey
$236K -$1.76K -17 -0.7%
PCM
517
Prelude Capital Management
New York
$235K +$229K +2,204 +3,673%
FRM
518
Fox Run Management
Connecticut
$234K -$44.3K -428 -16%
PWAG
519
Polaris Wealth Advisory Group
California
$234K
SWM
520
Segment Wealth Management
Texas
$233K
AIA
521
Avalon Investment & Advisory
Texas
$230K -$3.22M -31,064 -93%
Neuberger Berman Group
522
Neuberger Berman Group
New York
$222K -$851K -8,194 -79%
MAP
523
Moody Aldrich Partners
Massachusetts
$217K -$415 -4 -0.2%
IFS
524
Ifrah Financial Services
Arkansas
$216K +$216K +2,084 New
IIC
525
Ironwood Investment Counsel
Arizona
$214K