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Broadridge
BR

Overview Fund Activity

679 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, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$251M
2
Morgan Stanley
Morgan Stanley
New York
+$157M
3
Invesco
Invesco
Georgia
+$81.6M
4
State Street
State Street
Massachusetts
+$72.9M
5
Millennium Management
Millennium Management
New York
+$58.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$442M
2
JIM
Jensen Investment Management
Oregon
-$102M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.9M
5
CIC
Crawford Investment Counsel
Georgia
-$56.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
276
Crossmark Global Holdings
Texas
$2.17M +$391K +3,393 +22%
BC
277
Burney Company
Virginia
$2.16M -$17.3K -150 -0.8%
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$2.15M +$231K +2,007 +12%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$2.11M +$717K +6,231 +51%
MSV
280
MN Services Vermogensbeheer
Netherlands
$2.11M – – –
AB
281
Amalgamated Bank
New York
$2.11M -$914K -7,938 -30%
HIMCH
282
Hartford Investment Management Co (HIMCO)
Connecticut
$2.1M +$2.1M +18,274 New
TEE
283
Tibra Equities Europe
United Kingdom
$2.1M +$2.1M +18,198 New
DADC
284
D.A. Davidson & Co
Montana
$2.08M -$1.14M -9,933 -35%
Wellington Management Group
285
Wellington Management Group
Massachusetts
$2.04M -$184K -1,597 -8%
Wealth Enhancement Advisory Services
286
Wealth Enhancement Advisory Services
Minnesota
$2.02M +$2.02M +17,238 New
FA
287
FDx Advisors
Illinois
$2.01M -$643K -5,585 -24%
William Blair & Company
288
William Blair & Company
Illinois
$1.98M -$266K -2,314 -12%
NIPH
289
NN Investment Partners Holdings
Netherlands
$1.95M +$616K +5,347 +46%
SRAM
290
Stone Ridge Asset Management
New York
$1.95M +$11.5K +100 +0.6%
SCP
291
Syntal Capital Partners
Texas
$1.95M +$1.95M +16,910 New
OCM
292
Orser Capital Management
Texas
$1.94M -$102K -860 -5%
LRIC
293
Long Road Investment Counsel
Michigan
$1.92M -$115K -1,000 -6%
BIM
294
Bridges Investment Management
Nebraska
$1.91M -$80.6K -700 -4%
HH
295
Hilltop Holdings
Texas
$1.91M -$227K -1,972 -11%
MSA
296
Mason Street Advisors
Wisconsin
$1.9M -$4.84M -42,046 -72%
GIA
297
GHP Investment Advisors
Colorado
$1.86M +$24.3K +211 +1%
ProShare Advisors
298
ProShare Advisors
Maryland
$1.83M +$611K +5,306 +50%
CSS
299
Cubist Systematic Strategies
Connecticut
$1.83M +$1.83M +15,898 New
FCM
300
Flinton Capital Management
Pennsylvania
$1.8M -$996K -8,652 -36%
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