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Broadridge

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
651
TCI Wealth Advisors
Arizona
$11K
PFBT
652
Parkside Financial Bank & Trust
Missouri
$11K +$726 +7 +7%
BAM
653
Bruderman Asset Management
New York
$10K -$2K -20 -17%
FPFS
654
First Personal Financial Services
North Carolina
$10K -$1.96K -19 -16%
WTB
655
Washington Trust Bank
Washington
$10K -$1K -10 -9%
IBOK
656
Independence Bank of Kentucky
Kentucky
$10K
VRM
657
Vectors Research Management
New York
$10K
EWM
658
Endurance Wealth Management
Rhode Island
$10K
OIA
659
OneDigital Investment Advisors
Kansas
$10K
FDCDDQ
660
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.54K -$6.22K -60 -39%
CAL
661
Capital Analysts LLC
Pennsylvania
$9K +$1.23K +12 +16%
WTC
662
WhitTier Trust Company
Nevada
$8K -$4.44K -45 -36%
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$8K
AF
664
Allworth Financial
California
$8K +$757 +7 +10%
HGWM
665
Harvest Group Wealth Management
Massachusetts
$8K +$8K +78 New
AA
666
Advisory Alpha
Michigan
$7.61K +$7.61K +65 New
MFW
667
Mosaic Family Wealth
Missouri
$7K
KPW
668
Kore Private Wealth
New York
$6K -$4.35K -42 -42%
LPC
669
Loeb Partners Corp
New York
$6K -$3K -25 -33%
SNT
670
Security National Trust
West Virginia
$6K
CB
671
Community Bank
New York
$6K +$6K +55 New
FRA
672
Front Row Advisors
California
$5K
ME
673
McIlrath & Eck
Washington
$5K
CA
674
Centerpoint Advisors
Massachusetts
$5K
EARNEST Partners
675
EARNEST Partners
Georgia
$5K