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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
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
Change in
Stake
IP
576
Isthmus Partners
Wisconsin
$6K
MFW
577
Mosaic Family Wealth
Missouri
$6K
IBOK
578
Independence Bank of Kentucky
Kentucky
$6K +$6.11K +70 New
SPI
579
Santori & Peters Inc
Pennsylvania
$6K +$6.2K +71 New
QAM
580
QCI Asset Management
New York
$5K
WTC
581
WhitTier Trust Company
Nevada
$5K
ME
582
McIlrath & Eck
Washington
$5K +$4.36K +50 New
SWP
583
Strategic Wealth Partners
Ohio
$4K +$3.4K +39 New
EARNEST Partners
584
EARNEST Partners
Georgia
$4K +$4.01K +46 New
HFP
585
Holistic Financial Partners
Indiana
$4K +$4.1K +47 New
JWA
586
JFS Wealth Advisors
Pennsylvania
$4K +$4.19K +48 New
ADL
587
Asset Dedication LLC
California
$3K
FWM
588
Focused Wealth Management
New York
$3K
MRCM
589
M&R Capital Management
New Jersey
$3K
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$3K
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.27K
SWA
592
Sutton Wealth Advisors
Florida
$2.17K
CFA
593
Carroll Financial Associates
North Carolina
$2K -$1.13K -13 -34%
EFSCE
594
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
OFW
595
Omnia Family Wealth
Florida
$2K
SSB
596
Sandy Spring Bank
Maryland
$2K
GI
597
Gradient Investments
Minnesota
$1K +$611 +7 New
STA
598
Summit Trail Advisors
New York
$1K +$1.13K +13 New
PCG
599
Private Capital Group
Connecticut
$137 +$10K +115 New
Walleye Trading
600
Walleye Trading
New York
$20 +$18.9K +217 New