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Broadridge

679 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
701
Sterling Capital Management
North Carolina
-$212K -1,935 Closed
CB
702
Cadence Bank
Mississippi
-$212K -1,934 Closed
HA
703
Halsey Associates
Connecticut
-$201K -1,836 Closed
SB
704
Simmons Bank
Arkansas
-$200K -1,832 Closed
WCM
705
Weatherstone Capital Management
Colorado
-$201K -1,831 Closed
IIC
706
Integrated Investment Consultants
Michigan
-$112K -1,025 Closed
APP
707
Avantax Planning Partners
Iowa
-$48K -438 Closed
FCAG
708
First Capital Advisors Group
New Jersey
-$45K -412 Closed
IWM
709
IHT Wealth Management
Illinois
-$31K -288 Closed
CIP
710
Convergence Investment Partners
Florida
-$24K -217 Closed
LWA
711
Lenox Wealth Advisors
New York
-$9K -80 Closed
OBWP
712
O'Brien Wealth Partners
Massachusetts
-$5K -50 Closed
JWA
713
JFS Wealth Advisors
Pennsylvania
-$5K -49 Closed
HFP
714
Holistic Financial Partners
Indiana
-$5K -47 Closed
SWP
715
Strategic Wealth Partners
Ohio
-$4K -39 Closed
LFG
716
LifePlan Financial Group
Ohio
-$3K -29 Closed
DWM
717
Destination Wealth Management
California
-$2K -17 Closed
MIM
718
Macroview Investment Management
Maryland
-$2K -14 Closed
ML
719
McAdam LLC
Pennsylvania
-$1K -11 Closed