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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
EMG
526
Ellington Management Group
Connecticut
$317K +$317K +2,400 New
IIC
527
Ironwood Investment Counsel
Arizona
$315K -$35.6K -575 -10%
AP
528
Advisors Preferred
Maryland
$312K -$626K -4,744 -67%
Cerity Partners
529
Cerity Partners
New York
$307K -$336K -2,548 -52%
PWLP
530
Prio Wealth Limited Partnership
Massachusetts
$306K
CPA
531
Court Place Advisors
Maryland
$306K
ZIC
532
ZWJ Investment Counsel
Georgia
$304K
WAM
533
Wealthspire Advisors (Maryland)
Maryland
$302K -$76.9K -583 -20%
AR
534
Advisory Research
Illinois
$298K -$204K -1,546 -41%
II
535
Inspire Investing
Idaho
$298K +$298K +2,257 New
SWM
536
Segment Wealth Management
Texas
$296K -$68.2K -517 -19%
PWAG
537
Polaris Wealth Advisory Group
California
$294K +$294K +2,227 New
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$290K -$3.17K -24 -1%
MIM
539
Marco Investment Management
Georgia
$279K +$3.17K +24 +1%
IFS
540
Ifrah Financial Services
Arkansas
$278K -$144K -1,089 -34%
MAP
541
Moody Aldrich Partners
Massachusetts
$278K -$17.8K -135 -6%
ZCA
542
Zeke Capital Advisors
Pennsylvania
$277K +$277K +2,097 New
VFA
543
Voya Financial Advisors
Connecticut
$275K -$13.5K -103 -5%
ST
544
Smithfield Trust
Pennsylvania
$273K -$4.37K -33 -2%
MIFH
545
Migdal Insurance & Financial Holdings
Israel
$272K +$186K +1,405 +215%
EWM
546
Evercore Wealth Management
New York
$271K
FT
547
Fiduciary Trust
Massachusetts
$270K +$1.59K +12 +0.6%
LOAMS
548
Lombard Odier Asset Management (Switzerland)
Switzerland
$269K
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$267K +$19.9K +151 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
550
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$264K -$6.2M -46,997 -96%