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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 %
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$6K +$6K +45 New
FMII
702
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +46 New
TAIM
703
TD Ameritrade Investment Management
Nebraska
$6K +$6K +47 New
PCFFS
704
Pacific Center for Financial Services
California
$5K +$5K +38 New
Parallax Volatility Advisers
705
Parallax Volatility Advisers
California
$4K -$8K -60 -67%
MRCM
706
M&R Capital Management
New Jersey
$4K
FWM
707
Focused Wealth Management
New York
$4K
QCIG
708
Quad-Cities Investment Group
Iowa
$4K
SWA
709
Sutton Wealth Advisors
Florida
$3.17K
TFS
710
TrustCore Financial Services
Tennessee
$3K -$2.43K -17 -45%
OFW
711
Omnia Family Wealth
Florida
$3K
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$2.64K -$1.72K -13 -39%
HI
713
Hudock Inc
Pennsylvania
$2K
TC
714
Trilogy Capital
California
$2K
VIA
715
Vantage Investment Advisors
Pennsylvania
$2K +$2K +12 New
SFSIG
716
San Francisco Sentry Investment Group
California
$2K +$2K +15 New
MUAMU
717
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.98K
ACM
718
AUA Capital Management
Pennsylvania
$1K
PFBT
719
Parkside Financial Bank & Trust
Missouri
$1K +$1K +6 New
DWM
720
Destination Wealth Management
California
$1K +$1K +7 New
CS
721
Candriam SCA
Luxembourg
$1K +$1K +10 New
VFA
722
Valeo Financial Advisors
Indiana
$1K +$1K +11 New
CF
723
Centaurus Financial
California
$137 -$184K -1,341 -100%
FRA
724
Front Row Advisors
California
$4 +$4 +35 New
FRAF
725
Första AP-fonden
Sweden
-$7.17M -62,300 Closed