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Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
526
Ameritas Investment Partners
Nebraska
$213K
VFA
527
Voya Financial Advisors
Connecticut
$212K +$212K +2,061 New
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$210K -$6.12K -59 -3%
NA
529
NewEdge Advisors
Louisiana
$206K -$9.52K -92 -4%
AWA
530
Arete Wealth Advisors
Illinois
$205K +$205K +1,972 New
FT
531
Fiduciary Trust
Massachusetts
$205K +$205K +1,974 New
SAM
532
Sompo Asset Management
Japan
$205K +$205K +1,980 New
CI
533
CX Institutional
Indiana
$204K +$160K +1,544 +365%
HI
534
Horizon Investments
North Carolina
$200K +$200K +1,932 New
OWD
535
Osborn Williams & Donohoe
Ohio
$191K +$191K +1,730 New
FIA
536
FNY Investment Advisers
New York
$186K +$186K +1,800 New
ARMC
537
American Research & Management Company
Massachusetts
$167K -$51.9K -500 -24%
AIM
538
Arcadia Investment Management
Michigan
$166K
MERSOM
539
Municipal Employees' Retirement System of Michigan
Michigan
$163K -$162K -1,560 -50%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$161K +$109K +1,054 +213%
BEI
541
Benjamin Edwards Inc
Missouri
$157K +$157K +1,510 New
PA
542
Parallel Advisors
California
$156K
CG
543
Cutler Group
California
$155K +$2.07K +20 +1%
DCM
544
Dupont Capital Management
Delaware
$151K
Walleye Trading
545
Walleye Trading
New York
$151K +$128K +1,232 +545%
SMFS
546
Squar Milner Financial Services
California
$149K +$28.6K +277 +24%
PHK
547
Point72 Hong Kong
Hong Kong
$148K -$23.4K -225 -14%
WAM
548
Wealthspire Advisors (Maryland)
Maryland
$146K -$50.8K -490 -26%
RFC
549
Regions Financial Corp
Alabama
$144K -$2.59K -25 -2%
EMG
550
ETF Managers Group
New Jersey
$136K +$12.4K +120 +10%