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Broadridge
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Overview Fund Activity

688 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
14.97%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
65
Increased
213
Reduced
278
Closed
71
Calls
$31.8M
Puts
$13.2M
Net Calls
+$18.6M
Net Calls Change
+$9.49M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$385M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$129M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$75.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1M
5
BlackRock
BlackRock
New York
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
276
Candriam SCA
Luxembourg
$2.22M -$558K -4,392 -20%
FDS
277
Freedom Day Solutions
Texas
$2.17M -$155K -1,214 -7%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$2.17M +$115K +897 +6%
BIM
279
Bridges Investment Management
Nebraska
$2.12M – – –
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$2.12M -$216K -1,692 -9%
MSA
281
Mason Street Advisors
Wisconsin
$2.12M +$7.79K +61 +0.4%
CIC
282
Crawford Investment Counsel
Georgia
$2.1M -$2.24M -17,520 -52%
WHG
283
Westwood Holdings Group
Texas
$2.09M -$2.04M -15,957 -49%
NB
284
Norinchukin Bank
Japan
$2.09M -$720K -5,639 -26%
CB
285
Commerce Bank
Missouri
$2.06M -$16.2K -127 -0.8%
PI
286
PGGM Investments
Netherlands
$1.99M -$1.99M -15,548 -50%
MOACM
287
Mutual of America Capital Management
New York
$1.98M +$12.6K +99 +0.6%
SRAM
288
Stone Ridge Asset Management
New York
$1.97M -$4.98M -39,000 -72%
UCFA
289
United Capital Financial Advisors
Texas
$1.96M +$713K +5,588 +57%
AB
290
Amalgamated Bank
New York
$1.96M -$271K -2,121 -12%
PP
291
Paloma Partners
Connecticut
$1.95M +$320K +2,504 +20%
Public Sector Pension Investment Board (PSP Investments)
292
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.94M +$702K +5,500 +57%
DILIC
293
Dai-ichi Life Insurance Company
Japan
$1.94M – – –
BAM
294
Blueshift Asset Management
New Jersey
$1.92M +$281K +2,198 +17%
PS
295
Pensionfund Sabic
Netherlands
$1.88M – – –
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$1.83M +$6K +47 +0.3%
PAG
297
Private Advisor Group
New Jersey
$1.82M +$123K +963 +7%
MYIA
298
Mount Yale Investment Advisors
Colorado
$1.77M -$45.5K -368 -3%
AIC
299
Aurora Investment Counsel
Georgia
$1.76M -$63.9K -503 -4%
TPCM
300
Three Peaks Capital Management
Colorado
$1.76M -$3.46M -27,107 -66%
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