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Broadridge
BR

Overview Fund Activity

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
JIM
Jensen Investment Management
Oregon
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.6M
4
TPI
Tesco Pension Investment
United Kingdom
+$64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$101M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.4M
4
CWM
CIBC World Markets
New York
-$42.1M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
226
Mackay Shields LLC
New York
$3.41M -$414K -3,998 -11%
WHG
227
Westwood Holdings Group
Texas
$3.35M – – –
CIBC World Market
228
CIBC World Market
Ontario, Canada
$3.34M -$17.8M -172,048 -84%
AG
229
Advisor Group
Arizona
$3.33M -$321K -3,099 -9%
CS
230
Candriam SCA
Luxembourg
$3.3M +$3.3M +21,819 +218,190%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$3.26M -$21.8K -210 -0.7%
PI
232
PGGM Investments
Netherlands
$3.22M -$3.22M -31,093 -50%
IB
233
Intrust Bank
Kansas
$3.2M +$1.04K +10 +0%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$3.2M -$406K -3,915 -11%
Nomura Asset Management
235
Nomura Asset Management
Japan
$3.18M +$203K +1,954 +7%
First Trust Advisors
236
First Trust Advisors
Illinois
$3.18M -$15.2M -146,681 -83%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$3.03M -$1.47M -14,182 -33%
OBGC
238
O'Brien Greene & Co
Pennsylvania
$3.02M +$46.6K +450 +2%
PCM
239
Parsons Capital Management
Rhode Island
$2.99M -$43.8K -422 -1%
BPM
240
Bowling Portfolio Management
Ohio
$2.99M -$1.57M -15,110 -34%
CWM
241
CIBC World Markets
New York
$2.98M -$42.1M -405,626 -93%
OAM
242
Oppenheimer Asset Management
New York
$2.89M -$259K -2,498 -8%
GIBU
243
Gulf International Bank (UK)
United Kingdom
$2.88M – – –
PIM
244
Progressive Investment Management
Oregon
$2.88M +$16.7K +161 +0.6%
FIM
245
Fruth Investment Management
Texas
$2.87M -$127K -1,225 -4%
DnB Asset Management
246
DnB Asset Management
Norway
$2.86M -$14.5K -140 -0.5%
GAM
247
Griffin Asset Management
New York
$2.83M +$1.26M +12,180 +80%
BF
248
BOK Financial
Oklahoma
$2.75M +$10.7K +103 +0.4%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$2.7M -$5.53M -53,371 -67%
AIM
250
Achmea Investment Management
Netherlands
$2.61M -$127K -1,223 -5%
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