BR icon

Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
601
Zions Bancorporation
Utah
$42K
GLI
602
Guardian Life Insurance
New York
$42K +$1.12K +9 +3%
GWM
603
Geneos Wealth Management
Colorado
$41K
BL
604
Balentine LLC
Georgia
$37K
RBC
605
Roble Belko & Company
Pennsylvania
$37K
MAM
606
Marquette Asset Management
Minnesota
$37K +$37K +300 New
Marshall Wace
607
Marshall Wace
United Kingdom
$35K -$3.75M -30,448 -99%
Fuller & Thaler Asset Management
608
Fuller & Thaler Asset Management
California
$35K
PFO
609
Pathstone Family Office
New Jersey
$34K +$123 +1 +0.4%
AIM
610
AIA Investment Management
Singapore
$30K +$30K +241 New
TL
611
TrueWealth LLC
Georgia
$29K -$879 -7 -3%
HR
612
Howe & Rusling
New York
$29K
OIA
613
Optimum Investment Advisors
Illinois
$29K
MCM
614
MV Capital Management
Maryland
$26K
OFS
615
Orrstown Financial Services
Pennsylvania
$25K -$5.26K -40 -17%
HGWM
616
Harvest Group Wealth Management
Massachusetts
$25K -$2.08K -17 -8%
TCM
617
Tradewinds Capital Management
Washington
$25K
BC
618
Bartlett & Co
Ohio
$25K
BCA
619
Berman Capital Advisors
Georgia
$25K
WT
620
Whittier Trust
California
$25K +$2.63K +21 +12%
BCWM
621
Bartlett & Co Wealth Management
Ohio
$25K
FPB
622
First PREMIER Bank
South Dakota
$24K
FAM
623
Fred Alger Management
New York
$23K -$263K -2,119 -92%
TF
624
TimeScale Financial
Massachusetts
$22K
IRC
625
Investors Research Corp
Georgia
$22K +$15.5K +124 +238%