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Broadridge

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
651
City Holding Co
West Virginia
$10K
VRM
652
Vectors Research Management
New York
$10K
CTB
653
Country Trust Bank
Illinois
$10K
PFBT
654
Parkside Financial Bank & Trust
Missouri
$10K +$9.39K +93 +1,550%
OIA
655
OneDigital Investment Advisors
Kansas
$10K +$10K +100 New
KPW
656
Kore Private Wealth
New York
$10K +$10K +100 New
SPL
657
Smart Portfolios LLC
Washington
$10K +$10K +104 New
MOS
658
MGO One Seven
Ohio
$10K +$10K +111 New
Pacer Advisors
659
Pacer Advisors
Pennsylvania
$9K -$649K -6,560 -99%
IBOK
660
Independence Bank of Kentucky
Kentucky
$9K -$6.63K -70 -42%
GRP
661
Global Retirement Partners
California
$9K -$1.5K -15 -14%
JA
662
JOYN Advisors
Georgia
$9K +$3.41K +36 +61%
GWMIA
663
Global Wealth Management Investment Advisory
Florida
$9K +$9K +95 New
PAMU
664
Pictet Asset Management (UK)
United Kingdom
$8.28K +$532 +5,528 +7%
PCA
665
Providence Capital Advisors
North Carolina
$8K
WAP
666
Wealthcare Advisory Partners
Pennsylvania
$7K
CWA
667
Clarus Wealth Advisors
Arizona
$7K +$96 +1 +1%
CAL
668
Capital Analysts LLC
Pennsylvania
$7K +$7K +76 New
PCM
669
Prelude Capital Management
New York
$6K -$58.2K -582 -91%
CFA
670
Carroll Financial Associates
North Carolina
$6K
AF
671
Allworth Financial
California
$6K
CCM
672
Cribstone Capital Management
Maine
$6K
MFW
673
Mosaic Family Wealth
Missouri
$6K
CAM
674
Cresset Asset Management
Illinois
$6K +$6K +65 New
LPC
675
Loeb Partners Corp
New York
$6K +$6K +75 New