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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 %
MA
601
MUFG Americas
New York
$92K
HDIM
602
Hanson & Doremus Investment Management
Vermont
$92K
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$91K -$2.63K -20 -3%
PCM
604
Prelude Capital Management
New York
$85K -$26.9K -203 -24%
PCP
605
Proficio Capital Partners
Massachusetts
$84K -$9.26K -70 -10%
FHA
606
Flagship Harbor Advisors
Massachusetts
$82K +$7.32K +56 +10%
CAPTRUST Financial Advisors
607
CAPTRUST Financial Advisors
North Carolina
$79K -$4.35K -33 -5%
TF
608
Tompkins Financial
New York
$78K -$20.5K -155 -21%
DCM
609
Dupont Capital Management
Delaware
$77K -$355K -2,686 -82%
FHA
610
First Horizon Advisors
Tennessee
$77K -$524 -4 -0.7%
BCM
611
Brasada Capital Management
Texas
$71K
HCM
612
Highlander Capital Management
New Jersey
$66K
LWA
613
Lowe Wealth Advisors
Maryland
$65K
RFA
614
Reilly Financial Advisors
California
$58K
AIS
615
Accurate Investment Solutions
Pennsylvania
$56K
APP
616
Avantax Planning Partners
Iowa
$56K +$56K +425 New
CT
617
CPF Texas
Texas
$55K
Group One Trading
618
Group One Trading
Illinois
$52K +$52K +395 New
AW
619
Alpha Windward
Massachusetts
$49K
CLOS
620
Compagnie Lombard Odier SCmA
Switzerland
$49K +$22.5K +170 +85%
LFA
621
Legacy Financial Advisors
Kentucky
$48K -$12.8K -98 -21%
GWS
622
Glassman Wealth Services
Virginia
$46K
MSA
623
Marino Stram & Associates
Massachusetts
$46K +$133 +1 +0.3%
FC
624
Ferris Capital
Massachusetts
$44K
GWM
625
Geneos Wealth Management
Colorado
$44K