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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 %
ME
676
McIlrath & Eck
Washington
$5K
SNT
677
Security National Trust
West Virginia
$5K
CA
678
Centerpoint Advisors
Massachusetts
$5K
FRA
679
Front Row Advisors
California
$5K +$1.28K +12 +34%
NFG
680
Next Financial Group
Texas
$5K +$5K +50 New
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.55K -17 -28%
KTC
682
Kistler-Tiffany Companies
Pennsylvania
$4K
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$4K
EARNEST Partners
684
EARNEST Partners
Georgia
$4K
ADL
685
Asset Dedication LLC
California
$3K -$12.9K -125 -81%
FWM
686
Focused Wealth Management
New York
$3K
MRCM
687
M&R Capital Management
New Jersey
$3K
QCIG
688
Quad-Cities Investment Group
Iowa
$3K +$94 +1 +3%
SFSIG
689
San Francisco Sentry Investment Group
California
$3K +$1.27K +11 +73%
FCA
690
FinTrust Capital Advisors
South Carolina
$3K +$3K +32 New
SWA
691
Sutton Wealth Advisors
Florida
$2.31K
VCM
692
Versant Capital Management
Arizona
$2K -$14.8K -185 -88%
OFW
693
Omnia Family Wealth
Florida
$2K
TFS
694
TrustCore Financial Services
Tennessee
$2K
EIM
695
Essex Investment Management
Massachusetts
$2K +$2K +18 New
VNA
696
Valley National Advisers
Pennsylvania
$2K +$2K +20 New
WDL
697
Well Done LLC
Michigan
$2K +$2K +20 New
CC
698
Claybrook Capital
Massachusetts
$2K +$2K +20 New
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$1.93K
CS
700
Candriam SCA
Luxembourg
$1K