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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 %
WAP
651
Wealthcare Advisory Partners
Pennsylvania
$10K
AF
652
Allworth Financial
California
$9K
AA
653
Advisory Alpha
Michigan
$8.22K +$8.22K +68 New
CFA
654
Carroll Financial Associates
North Carolina
$8K -$8K -71 -50%
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$7K
CHC
656
City Holding Co
West Virginia
$7K
CA
657
Centerpoint Advisors
Massachusetts
$7K
SNT
658
Security National Trust
West Virginia
$7K
NFG
659
Next Financial Group
Texas
$6K -$158K -1,316 -96%
ME
660
McIlrath & Eck
Washington
$6K
KTC
661
Kistler-Tiffany Companies
Pennsylvania
$6K
EARNEST Partners
662
EARNEST Partners
Georgia
$6K
DAM
663
Delta Asset Management
Tennessee
$6K +$6K +48 New
AS
664
Altshuler Shaham
Israel
$6K +$6K +51 New
GFPC
665
Global Financial Private Capital
Florida
$5K -$2.49M -20,931 -100%
PW
666
Price Wealth
Texas
$5K
MRCM
667
M&R Capital Management
New Jersey
$4K
ADL
668
Asset Dedication LLC
California
$4K
QCIG
669
Quad-Cities Investment Group
Iowa
$4K
SWA
670
Sutton Wealth Advisors
Florida
$3.98K +$996 +8 +33%
EW
671
Evoke Wealth
California
$3.75K +$3.75K +30 New
FRA
672
Front Row Advisors
California
$3K -$3.71K -26 -55%
QAM
673
QCI Asset Management
New York
$3K
TFS
674
TrustCore Financial Services
Tennessee
$3K
FEM
675
Fulcrum Equity Management
Texas
$3K +$3K +24 New