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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
526
Gemmer Asset Management
California
$28K
LCM
527
Liberty Capital Management
Michigan
$28K
IWM
528
IHT Wealth Management
Illinois
$27K
CFA
529
Camarda Financial Advisors
Florida
$26K
WWMSC
530
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$16.1K +185 New
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$25K +$24.4K +280 New
TC
532
Telemus Capital
Michigan
$24K +$23K +264 New
WCBA
533
Weaver C. Barksdale & Associates
Tennessee
$23K -$2.18K -25 -9%
TF
534
Tompkins Financial
New York
$21K -$7.42K -85 -27%
CBOA
535
Commonwealth Bank of Australia
Australia
$21K +$2.97K +34 +17%
PWM
536
Paulson Wealth Management
Illinois
$21K +$20.1K +230 New
TL
537
TrueWealth LLC
Georgia
$21K +$20.5K +235 New
BC
538
Bartlett & Co
Ohio
$20K
CFG
539
Citizens Financial Group
Rhode Island
$19K -$4.28K -49 -19%
VCM
540
Versant Capital Management
Arizona
$19K +$16.1K +185 +617%
OWA
541
One Wealth Advisors
California
$19K +$18.3K +210 New
FPB
542
First PREMIER Bank
South Dakota
$18K
HR
543
Howe & Rusling
New York
$18K
LNB
544
Ledyard National Bank
$18K
TCM
545
Tradewinds Capital Management
Washington
$18K
BTIS
546
BB&T Investment Services
North Carolina
$18K +$17.2K +197 New
FAM
547
Fred Alger Management
New York
$17K
FFG
548
Ford Financial Group
California
$17K +$16.3K +187 New
KJWM
549
Kiley Juergens Wealth Management
Washington
$17K +$17K +195 New
CG
550
Cutler Group
California
$16K -$8.72K -100 -36%