We are live on ! Find out more
BR icon

Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$16K
CA
552
Calton & Associates
Florida
$16K +$14.5K +166 New
AC
553
Avestar Capital
New York
$15K +$14.5K +166 New
SIC
554
Salem Investment Counselors
North Carolina
$14K
MWM
555
MinichMacGregor Wealth Management
New York
$13K
OAJ
556
Ogorek Anthony Joseph
New York
$13K +$13.3K +152 New
SNT
557
Security National Trust
West Virginia
$12K
WT
558
Whittier Trust
California
$12K
FCB
559
First Command Bank
Texas
$11K
FCFS
560
First Command Financial Services
Texas
$11K
GBBWRPM
561
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
FMP
562
Financial Management Professionals
Texas
$11K +$2.09K +24 +24%
AWM
563
Aevitas Wealth Management
Massachusetts
$11K +$10.1K +116 New
CHC
564
City Holding Co
West Virginia
$10K
TWA
565
TCI Wealth Advisors
Arizona
$10K
MOS
566
MGO One Seven
Ohio
$10K +$9.69K +111 New
WEC
567
Winslow Evans & Crocker
Massachusetts
$9.06K
EWM
568
Endurance Wealth Management
Rhode Island
$9K
WTB
569
Washington Trust Bank
Washington
$9K
PGWM
570
Parisi Gray Wealth Management
New Jersey
$9K +$8.29K +95 New
FIB
571
First Interstate Bank
Montana
$7K
ZB
572
Zions Bancorporation
Utah
$7K
PCA
573
Providence Capital Advisors
North Carolina
$7K +$6.89K +79 New
GSC
574
G&S Capital
Colorado
$7K +$7.07K +81 New
CCM
575
Cribstone Capital Management
Maine
$6K