BR icon

Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
W
526
Wealthfront
California
$213K -$4.94K -43 -2%
DC
527
Davenport & Co
Virginia
$212K +$212K +1,844 New
SM
528
Sciencast Management
New Jersey
$210K +$210K +1,771 New
IA
529
IFG Advisory
Georgia
$209K +$209K +1,824 New
LS
530
Livforsakringsbolaget Skandia
Sweden
$207K
EDRH
531
Edmond de Rothschild Holding
Switzerland
$201K +$201K +1,743 New
NG
532
Northstar Group
New York
$200K +$200K +1,732 New
AIM
533
Arcadia Investment Management
Michigan
$184K
IA
534
IFP Advisors
Florida
$183K -$16.3K -141 -8%
PCG
535
Private Capital Group
Connecticut
$179K -$25.7K -224 -13%
RFC
536
Regions Financial Corp
Alabama
$175K +$34.8K +302 +25%
CF
537
Centaurus Financial
California
$154K +$32.9K +287 +27%
PIA
538
Piedmont Investment Advisors
North Carolina
$154K +$154K +1,335 New
GFP
539
Gryphon Financial Partners
Ohio
$151K -$5.75K -50 -4%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$148K -$15K -130 -9%
PG
541
PEAK6 Group
Illinois
$145K -$130K -1,129 -47%
TCOV
542
Trust Company of Vermont
Vermont
$145K -$1.96K -17 -1%
LJHT
543
Laurie J. Hall Trustee
$144K
STA
544
Summit Trail Advisors
New York
$135K +$135K +1,165 New
CB
545
Community Bank
New York
$133K
S
546
SignatureFD
Georgia
$128K +$64.5K +562 +102%
QCG
547
Quadrant Capital Group
Ohio
$126K
BWM
548
Baystate Wealth Management
Massachusetts
$126K +$353 +3 +0.3%
FL
549
Fort LP
Maryland
$120K +$120K +1,044 New
BCWM
550
Bartlett & Co Wealth Management
Ohio
$109K +$86.4K +750 +375%