BR icon

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 %
CHC
676
City Holding Co
West Virginia
$14K
CIA
677
CSat Investment Advisory
Michigan
$13K -$948 -7 -7%
CTB
678
Country Trust Bank
Illinois
$13K
WTB
679
Washington Trust Bank
Washington
$13K
EWM
680
Endurance Wealth Management
Rhode Island
$13K
RWA
681
River Wealth Advisors
Pennsylvania
$13K
VRM
682
Vectors Research Management
New York
$12K +$12K +100 New
WTC
683
WhitTier Trust Company
Nevada
$11K
GSC
684
G&S Capital
Colorado
$11K
LWA
685
Lenox Wealth Advisors
New York
$11K +$11K +87 New
WAP
686
Wealthcare Advisory Partners
Pennsylvania
$10K -$77.9K -592 -89%
CWA
687
Clarus Wealth Advisors
Arizona
$10K
PCA
688
Providence Capital Advisors
North Carolina
$10K
AF
689
Allworth Financial
California
$9K
CCM
690
Cribstone Capital Management
Maine
$9K
CFA
691
Carroll Financial Associates
North Carolina
$8K
CGI
692
CI Global Investments
California
$8K
JA
693
JOYN Advisors
Georgia
$8K
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
ZB
695
Zions Bancorporation
Utah
$8K +$828 +6 +12%
SNT
696
Security National Trust
West Virginia
$7K -$9.55K -75 -58%
CA
697
Centerpoint Advisors
Massachusetts
$7K -$3.96K -30 -36%
ME
698
McIlrath & Eck
Washington
$7K
MFW
699
Mosaic Family Wealth
Missouri
$7K
EARNEST Partners
700
EARNEST Partners
Georgia
$6K