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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 %
WT
626
Whittier Trust
California
$15K
SNT
627
Security National Trust
West Virginia
$15K
FGAM
628
Financial Gravity Asset Management
Texas
$15K +$9.74K +74 +185%
MSE
629
MUFG Securities EMEA
United Kingdom
$15K +$15K +132 New
FCFS
630
First Command Financial Services
Texas
$14K
FCB
631
First Command Bank
Texas
$14K
FMP
632
Financial Management Professionals
Texas
$14K
AWM
633
Aevitas Wealth Management
Massachusetts
$13K
GRP
634
Global Retirement Partners
California
$12K -$8.57K -75 -42%
GBBWRPM
635
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K
CHC
636
City Holding Co
West Virginia
$12K
WTB
637
Washington Trust Bank
Washington
$12K
EWM
638
Endurance Wealth Management
Rhode Island
$12K
CIA
639
CSat Investment Advisory
Michigan
$12K +$12K +103 New
RWA
640
River Wealth Advisors
Pennsylvania
$11K +$11K +99 New
CTB
641
Country Trust Bank
Illinois
$11K +$11K +99 New
CIBC Private Wealth Group
642
CIBC Private Wealth Group
Georgia
$10K -$23.5K -200 -70%
CA
643
Centerpoint Advisors
Massachusetts
$10K +$10K +83 New
Parallax Volatility Advisers
644
Parallax Volatility Advisers
California
$10K +$10K +90 New
GSC
645
G&S Capital
Colorado
$9K
PCA
646
Providence Capital Advisors
North Carolina
$9K
WTC
647
WhitTier Trust Company
Nevada
$9K +$2.78K +25 +45%
CA
648
Crewe Advisors
Utah
$9K +$9K +75 New
C
649
Cerebellum
California
$8K
AF
650
Allworth Financial
California
$8K +$4.66K +39 +139%