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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
551
Harvest Fund Management
China
$80K -$706K -7,339 -90%
MCM
552
McKinley Capital Management
Alaska
$80K -$108K -1,116 -57%
QT
553
Quantamental Technologies
New York
$79K +$79K +821 New
HIIFS
554
Harel Insurance Investments & Financial Services
Israel
$77K -$17.1K -178 -18%
WOC
555
West Oak Capital
California
$77K -$9.63K -100 -11%
CAW
556
Cornerstone Advisors (Washington)
Washington
$77K -$4.33K -45 -5%
YWP
557
YorkBridge Wealth Partners
New York
$77K
TFA
558
Toth Financial Advisory
Virginia
$74K
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$71K +$4.69K +49 +7%
PCG
560
Private Capital Group
Connecticut
$70K -$5.99K -62 -8%
HDIM
561
Hanson & Doremus Investment Management
Vermont
$67K
MA
562
MUFG Americas
New York
$67K
SF
563
Synovus Financial
Georgia
$65K -$23.2K -243 -26%
APC
564
Aspire Private Capital
North Carolina
$65K +$65K +679 New
FHA
565
Flagship Harbor Advisors
Massachusetts
$60K +$96 +1 +0.2%
FHA
566
First Horizon Advisors
Tennessee
$60K +$4.35K +46 +8%
PCP
567
Proficio Capital Partners
Massachusetts
$58K -$2.98K -31 -5%
CAPTRUST Financial Advisors
568
CAPTRUST Financial Advisors
North Carolina
$56K -$2.13K -22 -4%
LWANC
569
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K +$52K +543 New
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$48K -$20.3K -210 -30%
HCM
571
Highlander Capital Management
New Jersey
$48K
LWA
572
Lowe Wealth Advisors
Maryland
$47K
GAM
573
Gemmer Asset Management
California
$44K +$14.4K +149 +49%
TF
574
Tompkins Financial
New York
$43K -$13.4K -140 -24%
RFA
575
Reilly Financial Advisors
California
$42K