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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LPWM
526
Lake Point Wealth Management
Texas
$193K +$193K +2,004 New
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$183K -$38K -394 -17%
IA
528
IFP Advisors
Florida
$174K -$9.8K -103 -5%
PHK
529
Point72 Hong Kong
Hong Kong
$159K -$88.1K -915 -36%
AIM
530
Arcadia Investment Management
Michigan
$154K
PA
531
Parallel Advisors
California
$144K
CG
532
Cutler Group
California
$142K -$179K -1,866 -56%
DCM
533
Dupont Capital Management
Delaware
$141K +$84.7K +878 +151%
RFC
534
Regions Financial Corp
Alabama
$136K -$1.44K -15 -1%
Korea Investment Corp
535
Korea Investment Corp
South Korea
$131K -$6.98M -72,777 -98%
LJHT
536
Laurie J. Hall Trustee
$124K
TCOV
537
Trust Company of Vermont
Vermont
$121K
IUHSA
538
Itau Unibanco Holding S.A.
Brazil
$116K +$116K +1,217 New
EMG
539
ETF Managers Group
New Jersey
$115K +$17.1K +178 +18%
SMFS
540
Squar Milner Financial Services
California
$112K
BWM
541
Baystate Wealth Management
Massachusetts
$109K +$101 +1 +0.1%
RIM
542
Rampart Investment Management
Connecticut
$107K -$126K -1,315 -54%
CA
543
Claro Advisors
Massachusetts
$107K +$107K +814 New
RCAG
544
Rehmann Capital Advisory Group
Michigan
$106K -$18.7K -194 -15%
LS
545
Livforsakringsbolaget Skandia
Sweden
$96K
LC
546
Lindbrook Capital
California
$96K +$96K +1,007 New
MAM
547
Meeder Asset Management
Ohio
$90K -$347K -3,606 -79%
LWM
548
Lenox Wealth Management
Ohio
$90K +$3.09K +32 +4%
S
549
SignatureFD
Georgia
$86K -$20.9K -217 -20%
WB
550
Webster Bank
Connecticut
$81K +$12.3K +128 +18%