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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 %
BL
601
Balentine LLC
Georgia
$28K
CBOA
602
Commonwealth Bank of Australia
Australia
$28K +$1.12K +12 +4%
WT
603
Whittier Trust
California
$28K +$15.1K +156 +117%
BCM
604
Brasada Capital Management
Texas
$25K -$27.6K -283 -53%
SFA
605
Semmax Financial Advisors
North Carolina
$24K +$24K +246 New
AssetMark Inc
606
AssetMark Inc
California
$23K
TL
607
TrueWealth LLC
Georgia
$23K +$97 +1 +0.4%
Walleye Trading
608
Walleye Trading
New York
$22K -$556K -5,715 -96%
OFS
609
Orrstown Financial Services
Pennsylvania
$22K
OIA
610
Optimum Investment Advisors
Illinois
$22K
CIA
611
CSat Investment Advisory
Michigan
$22K +$12.9K +136 +142%
BCA
612
Berman Capital Advisors
Georgia
$21K +$21K +220 New
BCWM
613
Bartlett & Co Wealth Management
Ohio
$19.3K
FPB
614
First PREMIER Bank
South Dakota
$19K
BC
615
Bartlett & Co
Ohio
$19K
TCM
616
Tradewinds Capital Management
Washington
$19K
LNB
617
Ledyard National Bank
$19K
KCM
618
Karp Capital Management
California
$19K +$19K +200 New
FAM
619
Fred Alger Management
New York
$18K
Rockefeller Capital Management
620
Rockefeller Capital Management
New York
$18K
FGC
621
Financial Gravity Companies
Texas
$18K +$18K +176 New
AIL
622
AGF Investments LLC
Ontario, Canada
$17K -$700K -7,285 -98%
MCM
623
MV Capital Management
Maryland
$17K -$3.71K -38 -18%
IAS
624
IMA Advisory Services
Colorado
$16K
AQA
625
Alpha Quant Advisors
Texas
$16K +$16K +168 New