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Broadridge

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
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
Shares
Change %
AC
551
Avestar Capital
New York
$15K +$15K +166 New
SIC
552
Salem Investment Counselors
North Carolina
$14K
MWM
553
MinichMacGregor Wealth Management
New York
$13K
OAJ
554
Ogorek Anthony Joseph
New York
$13K +$13K +152 New
WT
555
Whittier Trust
California
$12K
SNT
556
Security National Trust
West Virginia
$12K
GBBWRPM
557
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
FCFS
558
First Command Financial Services
Texas
$11K
FCB
559
First Command Bank
Texas
$11K
FMP
560
Financial Management Professionals
Texas
$11K +$2.13K +24 +24%
AWM
561
Aevitas Wealth Management
Massachusetts
$11K +$11K +116 New
TWA
562
TCI Wealth Advisors
Arizona
$10K
CHC
563
City Holding Co
West Virginia
$10K
MOS
564
MGO One Seven
Ohio
$10K +$10K +111 New
WEC
565
Winslow Evans & Crocker
Massachusetts
$9.06K
WTB
566
Washington Trust Bank
Washington
$9K
EWM
567
Endurance Wealth Management
Rhode Island
$9K
PGWM
568
Parisi Gray Wealth Management
New Jersey
$9K +$9K +95 New
ZB
569
Zions Bancorporation
Utah
$7K
FIB
570
First Interstate Bank
Montana
$7K
PCA
571
Providence Capital Advisors
North Carolina
$7K +$7K +79 New
GSC
572
G&S Capital
Colorado
$7K +$7K +81 New
IP
573
Isthmus Partners
Wisconsin
$6K
CCM
574
Cribstone Capital Management
Maine
$6K
MFW
575
Mosaic Family Wealth
Missouri
$6K