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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 %
LWS
151
Lucia Wealth Services
California
$10.2M +$873K +6,614 +9%
MC
152
Middleton & Co
Massachusetts
$10.2M -$733K -5,558 -7%
ASRS
153
Arizona State Retirement System
Arizona
$9.8M +$97.6K +740 +1%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$9.78M -$4.06M -30,734 -29%
IG
155
ING Group
Netherlands
$9.78M +$8.11M +61,455 +487%
MSL
156
Mackay Shields LLC
New York
$9.72M +$7.2M +54,557 +286%
WT
157
Washington Trust
Rhode Island
$9.56M -$1.14M -8,604 -11%
ERSOT
158
Employees Retirement System of Texas
Texas
$9.5M +$1.19M +9,000 +14%
NAM
159
Nissay Asset Management
Japan
$9.41M -$4.06M -30,766 -30%
BC
160
Brinker Capital
Pennsylvania
$9.36M +$171K +1,293 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$9.31M -$1.33M -10,104 -13%
AIM
162
Assured Investment Management
New York
$9.2M -$4.01M -30,414 -30%
Capital Fund Management (CFM)
163
Capital Fund Management (CFM)
France
$8.81M +$7.12M +53,936 +420%
Citigroup
164
Citigroup
New York
$8.78M -$4.53M -34,305 -34%
CG
165
Colony Group
Massachusetts
$8.75M -$1.16M -8,813 -12%
GF
166
Gabelli Funds
New York
$8.56M
OAM
167
Oxford Asset Management
United Kingdom
$8.53M +$6.67M +50,612 +361%
WDA
168
Wendell David Associates
New Hampshire
$8.47M -$237K -1,800 -3%
Axa
169
Axa
France
$8.46M +$1.83M +13,900 +28%
CAM
170
Congress Asset Management
Massachusetts
$8.43M -$86.8K -658 -1%
PI
171
PineBridge Investments
New York
$8.06M -$4.79M -36,288 -37%
LTFS
172
Ladenburg Thalmann Financial Services
Florida
$7.51M -$980K -7,428 -12%
Aviva
173
Aviva
United Kingdom
$7.47M -$310K -2,352 -4%
WBC
174
Westpac Banking Corp
Australia
$7.29M -$551K -4,174 -7%
Stifel Financial
175
Stifel Financial
Missouri
$7.2M -$652K -4,940 -8%