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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 %
MWNA
126
Marshall Wace North America
New York
$10.3M -$26.7M -277,747 -72%
CCM
127
Copeland Capital Management
Pennsylvania
$10.2M -$2.36M -24,493 -19%
BA
128
Boston Advisors
Massachusetts
$9.99M -$498K -5,174 -5%
Fidelity International
129
Fidelity International
Bermuda
$9.95M -$9.37M -97,360 -49%
CAM
130
Congress Asset Management
Massachusetts
$9.8M +$3.65M +37,932 +59%
AG
131
Aperio Group
California
$9.79M -$639K -6,635 -6%
Luther King Capital Management (LKCM)
132
Luther King Capital Management (LKCM)
Texas
$9.46M +$4.36M +45,261 +85%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$9.4M -$2.95M -30,642 -24%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$9.25M +$57.7K +600 +0.6%
N
135
Natixis
France
$9.19M -$1.89M -19,656 -17%
Axa
136
Axa
France
$9.19M +$3.02M +31,367 +49%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$9.07M -$848K -8,808 -9%
SAM
138
Sawgrass Asset Management
Florida
$8.77M -$7.12M -73,980 -45%
Bank of Nova Scotia
139
Bank of Nova Scotia
Ontario, Canada
$8.67M +$6.4M +66,508 +281%
AAM
140
Advisors Asset Management
Colorado
$8.55M -$591K -6,136 -6%
VMPIC
141
Varma Mutual Pension Insurance Co
Finland
$8.33M
UBS Group
142
UBS Group
Switzerland
$8.3M -$4.08M -42,350 -33%
BST
143
Bath Savings Trust
Maine
$7.97M +$16.5K +171 +0.2%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$7.96M -$7.43M -77,142 -48%
ERSOT
145
Employees Retirement System of Texas
Texas
$7.8M +$866K +9,000 +13%
GC
146
Guggenheim Capital
Illinois
$7.77M -$1.62M -16,802 -17%
PI
147
PineBridge Investments
New York
$7.74M +$1.86M +19,327 +32%
BCIM
148
British Columbia Investment Management
British Columbia, Canada
$7.64M +$5.15M +53,464 +206%
CG
149
Colony Group
Massachusetts
$7.61M +$1.23M +12,744 +19%
MC
150
Middleton & Co
Massachusetts
$7.29M -$123K -1,282 -2%