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Broadridge

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.53B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$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 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$3.3M
227
$3.27M
228
$3.23M
229
$3.22M
230
$3.21M
231
$3.11M
232
$3.1M
233
$3.08M
234
$3.07M
235
$3.05M
236
$3.03M
237
$3.02M
238
$3.01M
239
$2.92M
240
$2.87M
241
$2.84M
242
$2.81M
243
$2.81M
244
$2.8M
245
$2.8M
246
$2.78M
247
$2.77M
248
$2.75M
249
$2.7M
250
$2.69M