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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
FMW
551
Farr Miller & Washington
District of Columbia
$264K
ZDA
552
Zweig-DiMenna Associates
New York
$264K +$264K +2,000 New
MA
553
MANA Advisors
New York
$264K +$264K +2,000 New
MCM
554
McKinley Capital Management
Alaska
$256K -$136K -1,037 -35%
IA
555
IFP Advisors
Florida
$255K +$45.4K +344 +22%
NG
556
Northstar Group
New York
$254K +$26.1K +198 +11%
TAM
557
Tiverton Asset Management
Delaware
$251K +$251K +1,900 New
IRF
558
IBM Retirement Fund
New York
$248K -$46.4K -352 -16%
AI
559
Atria Investments
North Carolina
$242K +$242K +1,837 New
EWM
560
Empirical Wealth Management
Washington
$240K +$240K +1,822 New
BW
561
Bison Wealth
Georgia
$232K -$31.2K -237 -12%
SB
562
Simmons Bank
Arkansas
$232K +$232K +1,758 New
TSS
563
Two Sigma Securities
New York
$231K -$71.7K -544 -24%
IA
564
IFG Advisory
Georgia
$231K -$8.67K -66 -4%
PAS
565
Park Avenue Securities
New York
$229K +$229K +1,758 New
KeyBank National Association
566
KeyBank National Association
Ohio
$217K +$217K +1,643 New
AIM
567
Arcadia Investment Management
Michigan
$211K
CIA
568
Choate Investment Advisors
Massachusetts
$210K +$210K +1,589 New
BFS
569
Bradley Foster & Sargent
Connecticut
$208K -$92.2K -700 -31%
II
570
Ibex Investors
Colorado
$206K +$206K +1,558 New
BFM
571
Boothbay Fund Management
New York
$206K +$206K +1,559 New
DC
572
Diametric Capital
Massachusetts
$206K +$206K +1,562 New
FNBT
573
FineMark National Bank & Trust
Florida
$200K -$204K -1,545 -50%
PA
574
Parallel Advisors
California
$198K +$177K +1,345 +851%
RFC
575
Regions Financial Corp
Alabama
$188K -$11.8K -90 -6%