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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 %
PO
626
Private Ocean
California
$21K
IAS
627
IMA Advisory Services
Colorado
$20K
SIC
628
Salem Investment Counselors
North Carolina
$19K
SSB
629
Sandy Spring Bank
Maryland
$19K
M
630
MOTCO
Texas
$18K
OAJ
631
Ogorek Anthony Joseph
New York
$18K
BFC
632
Bedel Financial Consulting
Indiana
$17K
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$126 +1 +0.7%
GRP
634
Global Retirement Partners
California
$16K -$1.23K -10 -7%
LFG
635
Larson Financial Group
Missouri
$16K
RIA
636
Realta Investment Advisors
Delaware
$16K
PFBT
637
Parkside Financial Bank & Trust
Missouri
$15K +$513 +4 +4%
FPFS
638
First Personal Financial Services
North Carolina
$13K
TWA
639
TCI Wealth Advisors
Arizona
$13K +$495 +4 +4%
Canada Pension Plan Investment Board
640
Canada Pension Plan Investment Board
Ontario, Canada
$12K
IBOK
641
Independence Bank of Kentucky
Kentucky
$12K
VRM
642
Vectors Research Management
New York
$12K
EWM
643
Endurance Wealth Management
Rhode Island
$12K
SLF
644
Sun Life Financial
Ontario, Canada
$12K +$128 +1 +1%
CFN
645
Cordasco Financial Network
Florida
$12K +$12K +94 New
PCM
646
Penserra Capital Management
California
$11K -$89.2K -730 -89%
CCM
647
Covington Capital Management
California
$11K
LWA
648
Lenox Wealth Advisors
New York
$11K +$11K +90 New
WTC
649
WhitTier Trust Company
Nevada
$10K
CAL
650
Capital Analysts LLC
Pennsylvania
$10K