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Broadridge

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Shares
Change %
C
576
Cerebellum
California
$183K +$174K +1,321 +1,972%
RIM
577
Rampart Investment Management
Connecticut
$172K +$172K +2,429 New
RCAG
578
Rehmann Capital Advisory Group
Michigan
$170K +$396 +3 +0.2%
LJHT
579
Laurie J. Hall Trustee
$165K
TCOV
580
Trust Company of Vermont
Vermont
$165K
SMFS
581
Squar Milner Financial Services
California
$154K +$29.1K +220 +23%
CB
582
Community Bank
New York
$153K
QCG
583
Quadrant Capital Group
Ohio
$148K
S
584
SignatureFD
Georgia
$146K -$922 -7 -0.6%
Qube Research & Technologies (QRT)
585
Qube Research & Technologies (QRT)
United Kingdom
$144K +$120K +908 +499%
CPH
586
C Partners Holding
Switzerland
$136K -$135K -1,024 -50%
EMG
587
ETF Managers Group
New Jersey
$134K +$14K +106 +12%
LS
588
Livforsakringsbolaget Skandia
Sweden
$132K -$106K -800 -44%
HIIFS
589
Harel Insurance Investments & Financial Services
Israel
$129K +$129K +978 New
BWM
590
Baystate Wealth Management
Massachusetts
$128K +$119 +1 +0.1%
SF
591
Synovus Financial
Georgia
$122K +$53K +402 +77%
LWM
592
Lenox Wealth Management
Ohio
$119K +$25.6K +194 +27%
WOC
593
West Oak Capital
California
$119K
CAW
594
Cornerstone Advisors (Washington)
Washington
$111K +$4.34K +33 +4%
TC
595
Truvestments Capital
Florida
$106K +$106K +800 New
PCG
596
Private Capital Group
Connecticut
$104K -$102K -773 -50%
YWP
597
YorkBridge Wealth Partners
New York
$104K
TFA
598
Toth Financial Advisory
Virginia
$102K
WB
599
Webster Bank
Connecticut
$94K -$19.7K -150 -17%
Northwestern Mutual Wealth Management
600
Northwestern Mutual Wealth Management
Wisconsin
$93K +$39.8K +302 +75%