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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 %
IBOK
576
Independence Bank of Kentucky
Kentucky
$6K +$6K +70 New
SPI
577
Santori & Peters Inc
Pennsylvania
$6K +$6K +71 New
WTC
578
WhitTier Trust Company
Nevada
$5K
QAM
579
QCI Asset Management
New York
$5K
ME
580
McIlrath & Eck
Washington
$5K +$5K +50 New
SWP
581
Strategic Wealth Partners
Ohio
$4K +$4K +39 New
EARNEST Partners
582
EARNEST Partners
Georgia
$4K +$4K +46 New
HFP
583
Holistic Financial Partners
Indiana
$4K +$4K +47 New
JWA
584
JFS Wealth Advisors
Pennsylvania
$4K +$4K +48 New
ADL
585
Asset Dedication LLC
California
$3K
FWM
586
Focused Wealth Management
New York
$3K
MRCM
587
M&R Capital Management
New Jersey
$3K
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$3K
FDCDDQ
589
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.27K
SWA
590
Sutton Wealth Advisors
Florida
$2.17K
CFA
591
Carroll Financial Associates
North Carolina
$2K -$1.04K -13 -34%
SSB
592
Sandy Spring Bank
Maryland
$2K
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
OFW
594
Omnia Family Wealth
Florida
$2K
GI
595
Gradient Investments
Minnesota
$1K +$1K +7 New
STA
596
Summit Trail Advisors
New York
$1K +$1K +13 New
PCG
597
Private Capital Group
Connecticut
$137 +$137 +115 New
Walleye Trading
598
Walleye Trading
New York
$20 +$20 +217 New
NFA
599
Nationwide Fund Advisors
Ohio
-$39.1M -484,098 Closed
IGM
600
Incline Global Management
New York
-$35.1M -434,248 Closed