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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
576
Highlander Capital Management
New Jersey
$58K
LWA
577
Lowe Wealth Advisors
Maryland
$57K
LFA
578
Legacy Financial Advisors
Kentucky
$55K
FAM
579
Fred Alger Management
New York
$54K
IWP
580
Icon Wealth Partners
Texas
$51K +$51K +441 New
RFA
581
Reilly Financial Advisors
California
$50K
HFM
582
Harvest Fund Management
China
$50K
AIS
583
Accurate Investment Solutions
Pennsylvania
$49K
CT
584
CPF Texas
Texas
$48K
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$47K -$1.16K -10 -2%
AW
586
Alpha Windward
Massachusetts
$43K -$12.8K -112 -23%
GWS
587
Glassman Wealth Services
Virginia
$40K
MSA
588
Marino Stram & Associates
Massachusetts
$40K +$116 +1 +0.3%
FC
589
Ferris Capital
Massachusetts
$38K
GWM
590
Geneos Wealth Management
Colorado
$38K
SLF
591
Sun Life Financial
Ontario, Canada
$37K +$37K +319 New
GLI
592
Guardian Life Insurance
New York
$37K +$37K +325 New
GAM
593
Gemmer Asset Management
California
$35K
KA
594
Kaizen Advisory
Illinois
$34K +$34K +293 New
OFS
595
Orrstown Financial Services
Pennsylvania
$33K -$8.05K -70 -20%
CFA
596
Camarda Financial Advisors
Florida
$33K
WF
597
WealthTrust Fairport
Ohio
$33K +$10.2K +90 +45%
AWM
598
AllSquare Wealth Management
New York
$32K -$3.06K -27 -9%
CBOA
599
Commonwealth Bank of Australia
Australia
$32K +$6.09K +55 +24%
AssetMark Inc
600
AssetMark Inc
California
$31K -$148K -1,287 -83%