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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
551
Bartlett & Co
Ohio
$109K +$86.1K +750 +375%
SMFS
552
Squar Milner Financial Services
California
$109K +$109K +945 New
OMCS
553
Old Mutual Customised Solutions
South Africa
$104K
WOC
554
West Oak Capital
California
$104K
WB
555
Webster Bank
Connecticut
$100K
PCM
556
Prelude Capital Management
New York
$97K -$108K -941 -53%
EA
557
Edge Advisors
Georgia
$95K
CAW
558
Cornerstone Advisors (Washington)
Washington
$93K +$344 +3 +0.4%
YWP
559
YorkBridge Wealth Partners
New York
$92K
TFA
560
Toth Financial Advisory
Virginia
$89K
TF
561
Tompkins Financial
New York
$86K
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$82K +$2.3K +20 +3%
LWM
563
Lenox Wealth Management
Ohio
$82K +$17.1K +147 +26%
PCP
564
Proficio Capital Partners
Massachusetts
$81K -$6.32K -55 -7%
HDIM
565
Hanson & Doremus Investment Management
Vermont
$81K
MA
566
MUFG Americas
New York
$80K
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$77K +$115 +1 +0.1%
MIFH
568
Migdal Insurance & Financial Holdings
Israel
$75K +$75K +655 New
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$73K -$116K -1,003 -61%
FHA
570
First Horizon Advisors
Tennessee
$67K -$1.92K -17 -3%
FHA
571
Flagship Harbor Advisors
Massachusetts
$65K +$65K +571 New
Bessemer Group
572
Bessemer Group
New Jersey
$62K
BCM
573
Brasada Capital Management
Texas
$62K
RWP
574
RWA Wealth Partners
Massachusetts
$61K
SF
575
Synovus Financial
Georgia
$60K