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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 %
FAM
651
Fred Alger Management
New York
$24K -$37.1K -286 -61%
Rockefeller Capital Management
652
Rockefeller Capital Management
New York
$24K
SFM
653
Signet Financial Management
New Jersey
$23K
IBOK
654
Independence Bank of Kentucky
Kentucky
$22K
IAS
655
IMA Advisory Services
Colorado
$22K
WSTAM
656
Wilbanks Smith & Thomas Asset Management
Virginia
$22K +$22K +165 New
AC
657
Avestar Capital
New York
$21K
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
$21K +$21K +165 New
ADL
659
Asset Dedication LLC
California
$20K -$7.53K -58 -27%
SIC
660
Salem Investment Counselors
North Carolina
$20K
OAJ
661
Ogorek Anthony Joseph
New York
$20K
M
662
MOTCO
Texas
$20K +$13.5K +100 +208%
AA
663
Ancora Advisors
Ohio
$20K +$20K +152 New
WT
664
Whittier Trust
California
$18K
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$14.2K +106 +379%
FPFS
666
First Personal Financial Services
North Carolina
$17K -$922 -7 -5%
MWM
667
MinichMacGregor Wealth Management
New York
$16K -$2.69K -21 -14%
TWA
668
TCI Wealth Advisors
Arizona
$16K -$2.36K -18 -13%
BFC
669
Bedel Financial Consulting
Indiana
$16K
FCFS
670
First Command Financial Services
Texas
$16K
FMP
671
Financial Management Professionals
Texas
$16K
FCB
672
First Command Bank
Texas
$16K
TNBTD
673
Trustmark National Bank Trust Department
Mississippi
$16K +$16K +124 New
AWM
674
Aevitas Wealth Management
Massachusetts
$15K
CHC
675
City Holding Co
West Virginia
$14K