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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 %
IA
776
IFG Advisory
Georgia
-$231K -1,758 Closed
PAS
777
Park Avenue Securities
New York
-$229K -1,758 Closed
TSS
778
Two Sigma Securities
New York
-$231K -1,753 Closed
KeyBank National Association
779
KeyBank National Association
Ohio
-$217K -1,643 Closed
CIA
780
Choate Investment Advisors
Massachusetts
-$210K -1,589 Closed
BFS
781
Bradley Foster & Sargent
Connecticut
-$208K -1,580 Closed
DC
782
Diametric Capital
Massachusetts
-$206K -1,562 Closed
BFM
783
Boothbay Fund Management
New York
-$206K -1,559 Closed
II
784
Ibex Investors
Colorado
-$206K -1,558 Closed
FNBT
785
FineMark National Bank & Trust
Florida
-$200K -1,518 Closed
CB
786
Community Bank
New York
-$153K -1,157 Closed
Qube Research & Technologies (QRT)
787
Qube Research & Technologies (QRT)
United Kingdom
-$144K -1,090 Closed
CPH
788
C Partners Holding
Switzerland
-$136K -1,030 Closed
APP
789
Avantax Planning Partners
Iowa
-$56K -425 Closed
Group One Trading
790
Group One Trading
Illinois
-$52K -395 Closed
TPWA
791
TRUE Private Wealth Advisors
Oregon
-$28.3K -214 Closed
KJWM
792
Kiley Juergens Wealth Management
Washington
-$25K -195 Closed
SFM
793
Signet Financial Management
New Jersey
-$23K -175 Closed
WSTAM
794
Wilbanks Smith & Thomas Asset Management
Virginia
-$22K -165 Closed
RMAM
795
Raab & Moskowitz Asset Management
New Jersey
-$21K -165 Closed
AA
796
Ancora Advisors
Ohio
-$20K -152 Closed
SIC
797
Salem Investment Counselors
North Carolina
-$20K -150 Closed
MWM
798
MinichMacGregor Wealth Management
New York
-$16K -125 Closed
AWM
799
Aevitas Wealth Management
Massachusetts
-$15K -116 Closed
LWA
800
Lenox Wealth Advisors
New York
-$11K -87 Closed