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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AIS
576
Accurate Investment Solutions
Pennsylvania
$41K
CI
577
CX Institutional
Indiana
$41K +$41K +423 New
ST
578
Smithfield Trust
Pennsylvania
$39K -$161K -1,661 -81%
1832 Asset Management
579
1832 Asset Management
Ontario, Canada
$39K +$39K +400 New
W
580
WealthOne
New York
$39K +$39K +400 New
DWA
581
Dougherty Wealth Advisers
Minnesota
$39K +$39K +403 New
LFA
582
Legacy Financial Advisors
Kentucky
$37K +$1.91K +20 +5%
ZB
583
Zions Bancorporation
Utah
$37K +$31.4K +328 +566%
AIC
584
Ameritas Investment Company
Nebraska
$37K +$37K +385 New
AW
585
Alpha Windward
Massachusetts
$36K
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$36K
Schroder Investment Management Group
587
Schroder Investment Management Group
United Kingdom
$35.2K +$11.3K +116,943 +47%
GWS
588
Glassman Wealth Services
Virginia
$34K
FC
589
Ferris Capital
Massachusetts
$34K +$1.93K +20 +6%
PB
590
Pinnacle Bancorp
Nebraska
$34K +$34K +354 New
Fuller & Thaler Asset Management
591
Fuller & Thaler Asset Management
California
$33K -$21.5M -224,591 -100%
MSA
592
Marino Stram & Associates
Massachusetts
$33K +$95 +1 +0.3%
BHWM
593
Bay Harbor Wealth Management
Maryland
$33K +$33K +338 New
GLI
594
Guardian Life Insurance
New York
$32K +$389 +4 +1%
SLF
595
Sun Life Financial
Ontario, Canada
$31K
GWM
596
Geneos Wealth Management
Colorado
$31K +$93 +1 +0.3%
MWA
597
Meridian Wealth Advisors
Texas
$30K +$30K +314 New
KA
598
Kaizen Advisory
Illinois
$29K +$1.23K +13 +4%
WF
599
WealthTrust Fairport
Ohio
$28K
CFA
600
Camarda Financial Advisors
Florida
$28K