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Broadridge
BR

Overview Fund Activity

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
–
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$226M
2
JCM
Junto Capital Management
New York
+$53.5M
3
JIM
Jensen Investment Management
Oregon
+$40.3M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$34.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$31.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
3
UIM
USS Investment Management
United Kingdom
-$87.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
TownSquare Capital
Utah
$3.3M +$39.8K +330 +1%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$3.28M -$80.1K -644 -2%
William Blair & Company
228
William Blair & Company
Illinois
$3.23M +$62.2K +500 +2%
GAM
229
Griffin Asset Management
New York
$3.22M -$302K -2,425 -9%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$3.21M -$245K -1,971 -7%
RJFSA
231
Raymond James Financial Services Advisors
Florida
$3.11M +$592K +4,751 +23%
PI
232
Putnam Investments
Massachusetts
$3.1M +$2.13M +17,142 +222%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$3.09M +$106K +855 +4%
PMAM
234
Picton Mahoney Asset Management
Ontario, Canada
$3.07M -$24.9K -200 -0.8%
PA
235
PFG Advisors
Arizona
$3.05M -$474K -3,921 -13%
ACM
236
AlphaCrest Capital Management
New York
$3.03M +$2.55M +20,464 +525%
M&T Bank
237
M&T Bank
New York
$3.02M -$1.12M -8,978 -27%
DekaBank Deutsche Girozentrale
238
DekaBank Deutsche Girozentrale
Germany
$3.01M -$1.44M -11,363 -32%
XK
239
Xact Kapitalforvaltning
Sweden
$2.92M +$233K +1,872 +9%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$2.87M -$2.73M -21,961 -49%
SCM
241
Stevens Capital Management
Pennsylvania
$2.84M +$2.84M +22,831 New
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$2.81M -$40.7K -327 -1%
Los Angeles Capital Management
243
Los Angeles Capital Management
California
$2.81M -$16.7M -133,916 -86%
Public Sector Pension Investment Board (PSP Investments)
244
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.8M +$910K +7,310 +48%
PDN
245
Pensionfund DSM Netherlands
Netherlands
$2.8M – – –
CC
246
Cipher Capital
New York
$2.78M -$2.25M -18,064 -45%
BCM
247
Brown Capital Management
Maryland
$2.77M +$89.5K +719 +3%
FL
248
Fort LP
Maryland
$2.75M +$120K +966 +5%
DnB Asset Management
249
DnB Asset Management
Norway
$2.7M -$607K -4,878 -18%
URS
250
Utah Retirement Systems
Utah
$2.69M -$37.3K -300 -1%
8 9
10
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