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Broadridge
681 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, 192 increasing their positions, 261 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
149% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 41
24% more call options, than puts
Call options by funds: $26M | Put options by funds: $20.9M
8% more funds holding
Funds holding: 628 → 681 (+53)
3% more capital invested
Capital invested by funds: $11.1B → $11.5B (+$379M)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
2.18% less ownership
Funds ownership: 87.11% → 84.93% (-2.2%)
26% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 261
Holders
681
Holders Change
+53
Holders Change %
+8.44%
% of All Funds
15.59%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
102
Increased
192
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$246M |
| 2 |
Morgan Stanley
New York
|
+$154M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$80M |
| 4 |
State Street
Boston,
Massachusetts
|
+$71.5M |
| 5 |
Millennium Management
New York
|
+$57.5M |
Top Sellers
| 1 |
BlackRock
New York
|
-$433M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$100M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$84.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.6M |
| 5 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
-$55.1M |
