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Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
501
Segment Wealth Management
Texas
$279K
WA
502
Wheatland Advisors
Pennsylvania
$278K -$52.8K -425 -16%
HIIFS
503
Harel Insurance Investments & Financial Services
Israel
$277K +$277K +2,226 New
PHK
504
Point72 Hong Kong
Hong Kong
$275K -$372K -2,991 -57%
CG
505
Cutler Group
California
$273K +$273K +2,199 New
PWAG
506
Polaris Wealth Advisory Group
California
$271K
AWA
507
Arete Wealth Advisors
Illinois
$271K +$14.9K +120 +6%
AMIM
508
Aull & Monroe Investment Management
Alabama
$269K -$9.31K -75 -3%
Verition Fund Management
509
Verition Fund Management
Connecticut
$266K -$734K -5,885 -73%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$263K
MA
511
MANA Advisors
New York
$262K +$262K +2,102 New
BB
512
Busey Bank
Illinois
$261K +$261K +2,100 New
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$257K +$6.97K +56 +3%
IFS
514
Ifrah Financial Services
Arkansas
$256K -$996 -8 -0.4%
PA
515
Profund Advisors
Maryland
$253K -$31.1K -250 -11%
PWMG
516
Prestige Wealth Management Group
New Jersey
$245K
MF
517
Magnetar Financial
Illinois
$245K +$245K +1,971 New
BAM
518
Blueshift Asset Management
New Jersey
$244K -$1.62M -13,043 -87%
CT
519
Chicago Trust
Illinois
$243K +$243K +1,950 New
BBHC
520
Brown Brothers Harriman & Co
New York
$242K
AFG
521
Albion Financial Group
Utah
$242K
FNBT
522
FineMark National Bank & Trust
Florida
$240K -$46.8K -375 -16%
AIP
523
Ameritas Investment Partners
Nebraska
$240K -$16K -128 -6%
IIC
524
Ironwood Investment Counsel
Arizona
$238K
ATC
525
Argent Trust Co
Tennessee
$238K +$238K +1,906 New