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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 %
WWM
601
Wagner Wealth Management
South Carolina
$27K
OIA
602
Optimum Investment Advisors
Illinois
$27K
TL
603
TrueWealth LLC
Georgia
$27K
ADL
604
Asset Dedication LLC
California
$25K +$9.79K +83 +64%
VCM
605
Versant Capital Management
Arizona
$24K
OWA
606
One Wealth Advisors
California
$24K +$1.52K +13 +7%
HR
607
Howe & Rusling
New York
$23K
LNB
608
Ledyard National Bank
$23K
TCM
609
Tradewinds Capital Management
Washington
$23K
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$23K +$23K +200 New
FPB
611
First PREMIER Bank
South Dakota
$22K
KJWM
612
Kiley Juergens Wealth Management
Washington
$22K +$22K +195 New
Qube Research & Technologies (QRT)
613
Qube Research & Technologies (QRT)
United Kingdom
$21K +$21K +182 New
Rockefeller Capital Management
614
Rockefeller Capital Management
New York
$21K +$21K +184 New
SFM
615
Signet Financial Management
New Jersey
$20K -$31.3K -274 -61%
IBOK
616
Independence Bank of Kentucky
Kentucky
$19K
AC
617
Avestar Capital
New York
$19K
IAS
618
IMA Advisory Services
Colorado
$19K +$19K +164 New
PA
619
Parallel Advisors
California
$18K
OAJ
620
Ogorek Anthony Joseph
New York
$17K
SIC
621
Salem Investment Counselors
North Carolina
$17K
FPFS
622
First Personal Financial Services
North Carolina
$16K -$10.6K -90 -40%
BFC
623
Bedel Financial Consulting
Indiana
$16K
MWM
624
MinichMacGregor Wealth Management
New York
$16K
TWA
625
TCI Wealth Advisors
Arizona
$16K +$3.09K +27 +24%