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Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
LJHT
551
Laurie J. Hall Trustee
$130K
TCOV
552
Trust Company of Vermont
Vermont
$130K
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$124K +$41.3K +400 +50%
IUHSA
554
Itau Unibanco Holding S.A.
Brazil
$116K
SFSIG
555
San Francisco Sentry Investment Group
California
$110K +$107K +1,033 +3,973%
Acadian Asset Management
556
Acadian Asset Management
Massachusetts
$107K -$6.87M -66,560 -98%
LS
557
Livforsakringsbolaget Skandia
Sweden
$104K
LC
558
Lindbrook Capital
California
$104K
MA
559
MUFG Americas
New York
$103K +$30.8K +297 +43%
RCAG
560
Rehmann Capital Advisory Group
Michigan
$103K -$11.2K -108 -10%
CAPTRUST Financial Advisors
561
CAPTRUST Financial Advisors
North Carolina
$98K +$37.5K +359 +62%
MAM
562
Meeder Asset Management
Ohio
$97K
S
563
SignatureFD
Georgia
$95K +$2.79K +27 +3%
CAW
564
Cornerstone Advisors (Washington)
Washington
$88K +$5.18K +50 +6%
WB
565
Webster Bank
Connecticut
$87K
AssetMark Inc
566
AssetMark Inc
California
$87K +$61.8K +597 +245%
WOC
567
West Oak Capital
California
$83K
YWP
568
YorkBridge Wealth Partners
New York
$83K
TFA
569
Toth Financial Advisory
Virginia
$80K
HDIM
570
Hanson & Doremus Investment Management
Vermont
$73K
CA
571
Crewe Advisors
Utah
$70K +$70K +677 New
APC
572
Aspire Private Capital
North Carolina
$69K -$1.14K -11 -2%
PCG
573
Private Capital Group
Connecticut
$67K -$8.32K -80 -11%
PCP
574
Proficio Capital Partners
Massachusetts
$65K +$1.98K +19 +3%
LWANC
575
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K