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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 %
CWA
651
Clarus Wealth Advisors
Arizona
$8K +$8K +72 New
CGI
652
CI Global Investments
California
$7K
CFA
653
Carroll Financial Associates
North Carolina
$7K
MFW
654
Mosaic Family Wealth
Missouri
$7K
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.95K +17 +39%
JA
656
JOYN Advisors
Georgia
$7K +$7K +59 New
CCM
657
Cribstone Capital Management
Maine
$7K +$7K +65 New
ME
658
McIlrath & Eck
Washington
$6K
M
659
MOTCO
Texas
$6K
ZB
660
Zions Bancorporation
Utah
$6K +$6K +52 New
EARNEST Partners
661
EARNEST Partners
Georgia
$5K
FWM
662
Focused Wealth Management
New York
$4K
MRCM
663
M&R Capital Management
New Jersey
$4K
QCIG
664
Quad-Cities Investment Group
Iowa
$4K +$4K +31 New
TFS
665
TrustCore Financial Services
Tennessee
$4K +$4K +38 New
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$3.8K +$3.8K +33 New
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$3K
OFW
668
Omnia Family Wealth
Florida
$3K
MCM
669
Mainstay Capital Management
Michigan
$3K +$3K +25 New
CCM
670
Covington Capital Management
California
$3K +$3K +26 New
SWA
671
Sutton Wealth Advisors
Florida
$2.76K
TC
672
Trilogy Capital
California
$2K
BCA
673
Bay Colony Advisors
Massachusetts
$1K +$1K +7 New
FIA
674
FNY Investment Advisers
New York
$1K +$1K +12 New
HI
675
Hudock Inc
Pennsylvania
$1K +$1K +17 New