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Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.1M
2
State Street
State Street
Massachusetts
+$50M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$42.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$34.5M
5
Barclays
Barclays
United Kingdom
+$31.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$66M
2
NFA
Nationwide Fund Advisors
Ohio
-$39.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$36.8M
4
IGM
Incline Global Management
New York
-$35.1M
5
FMI
Fiduciary Management Inc
Wisconsin
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
526
IHT Wealth Management
Illinois
$27K – – –
CFA
527
Camarda Financial Advisors
Florida
$26K – – –
WWM
528
Wagner Wealth Management
South Carolina
$25K +$25K +185 New
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$25K +$25K +280 New
TC
530
Telemus Capital
Michigan
$24K +$24K +264 New
WCBA
531
Weaver C. Barksdale & Associates
Tennessee
$23K -$2.29K -25 -9%
TF
532
Tompkins Financial
New York
$21K -$7.76K -85 -27%
CBOA
533
Commonwealth Bank of Australia
Australia
$21K +$3.05K +34 +17%
PWM
534
Paulson Wealth Management
Illinois
$21K +$21K +230 New
TL
535
TrueWealth LLC
Georgia
$21K +$21K +235 New
BC
536
Bartlett & Co
Ohio
$20K – – –
CFG
537
Citizens Financial Group
Rhode Island
$19K -$4.41K -49 -19%
VCM
538
Versant Capital Management
Arizona
$19K +$16.3K +185 +617%
OWA
539
One Wealth Advisors
California
$19K +$19K +210 New
HR
540
Howe & Rusling
New York
$18K – – –
LNB
541
Ledyard National Bank
$18K – – –
TCM
542
Tradewinds Capital Management
Washington
$18K – – –
FPB
543
First PREMIER Bank
South Dakota
$18K – – –
BTIS
544
BB&T Investment Services
North Carolina
$18K +$18K +197 New
FAM
545
Fred Alger Management
New York
$17K – – –
FFG
546
Ford Financial Group
California
$17K +$17K +187 New
KJWM
547
Kiley Juergens Wealth Management
Washington
$17K +$17K +195 New
CG
548
Cutler Group
California
$16K -$8.84K -100 -36%
GRP
549
Global Retirement Partners
California
$16K – – –
CA
550
Calton & Associates
Florida
$16K +$16K +166 New
20 21
22
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