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Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
526
AE Wealth Management
Kansas
$236K -$264K -2,129 -53%
CA
527
Commerzbank Aktiengesellschaft
Germany
$230K +$230K +1,845 New
KeyBank National Association
528
KeyBank National Association
Ohio
$229K -$870 -7 -0.4%
EMG
529
ETF Managers Group
New Jersey
$228K +$9.65K +78 +4%
PA
530
Parallel Advisors
California
$227K +$3.48K +28 +2%
IWC
531
Integrated Wealth Concepts
Massachusetts
$227K +$227K +1,821 New
BCM
532
BlueCrest Capital Management
Jersey
$227K +$227K +1,821 New
MIM
533
Marco Investment Management
Georgia
$224K
OC
534
Oppenheimer & Co
New York
$222K -$28K -225 -11%
IRF
535
IBM Retirement Fund
New York
$220K -$3.74K -30 -2%
HI
536
Horizon Investments
North Carolina
$215K -$131K -1,053 -38%
MFG
537
Magnus Financial Group
New York
$215K
CC
538
ClearArc Capital
Ohio
$215K +$871 +7 +0.4%
AIA
539
Avalon Investment & Advisory
Texas
$214K -$52.2K -420 -20%
USAA
540
United Services Automobile Association
Texas
$213K -$4.65M -37,319 -96%
CS
541
Comerica Securities
Michigan
$212K +$212K +1,698 New
CRC
542
Curi RMB Capital
Illinois
$211K
OWD
543
Osborn Williams & Donohoe
Ohio
$206K -$3.11K -25 -1%
HF
544
HRT Financial
New York
$204K +$204K +1,646 New
MERSOM
545
Municipal Employees' Retirement System of Michigan
Michigan
$203K +$3.74K +30 +2%
Qube Research & Technologies (QRT)
546
Qube Research & Technologies (QRT)
United Kingdom
$201K +$201K +1,613 New
BBNA
547
Bremer Bank National Association
Minnesota
$200K -$61.2K -492 -23%
AIM
548
Arcadia Investment Management
Michigan
$199K
LS
549
Livforsakringsbolaget Skandia
Sweden
$199K
FPS
550
Fieldpoint Private Securities
Connecticut
$191K -$15.3K -123 -7%