BR icon

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 %
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K -$1.69M -12,844 -98%
GLI
627
Guardian Life Insurance
New York
$43K
SLF
628
Sun Life Financial
Ontario, Canada
$42K +$131 +1 +0.3%
GAM
629
Gemmer Asset Management
California
$40K
KA
630
Kaizen Advisory
Illinois
$39K
BL
631
Balentine LLC
Georgia
$39K +$39K +295 New
CFA
632
Camarda Financial Advisors
Florida
$38K
WF
633
WealthTrust Fairport
Ohio
$38K
CBOA
634
Commonwealth Bank of Australia
Australia
$36K
AssetMark Inc
635
AssetMark Inc
California
$32K -$3.28K -25 -9%
WWM
636
Wagner Wealth Management
South Carolina
$31K
OIA
637
Optimum Investment Advisors
Illinois
$31K
TL
638
TrueWealth LLC
Georgia
$31K
OFS
639
Orrstown Financial Services
Pennsylvania
$30K -$7.44K -57 -20%
FGAM
640
Financial Gravity Asset Management
Texas
$29K +$15.9K +139 +122%
TPWA
641
TRUE Private Wealth Advisors
Oregon
$28.3K +$28.3K +214 New
TRCT
642
Tower Research Capital (TRC)
New York
$28K -$1.54M -11,623 -98%
MCM
643
MV Capital Management
Maryland
$28K +$28K +212 New
VCM
644
Versant Capital Management
Arizona
$27K -$643 -5 -2%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$26.5K -$99.3K -750 -79%
BC
646
Bartlett & Co
Ohio
$26K -$97.5K -750 -79%
TCM
647
Tradewinds Capital Management
Washington
$26K
LNB
648
Ledyard National Bank
$26K
FPB
649
First PREMIER Bank
South Dakota
$26K
KJWM
650
Kiley Juergens Wealth Management
Washington
$25K