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Broadridge
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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 %
BIM
276
Bridges Investment Management
Nebraska
$2.03M -$40.4K -325 -2%
MSA
277
Mason Street Advisors
Wisconsin
$2.03M -$35.1K -282 -2%
BF
278
BOK Financial
Oklahoma
$2.02M -$1.12M -8,966 -36%
QIM
279
Quantitative Investment Management
Virginia
$2.01M +$2.01M +16,153 New
SBH
280
Segall Bryant & Hamill
Illinois
$2M -$530K -4,260 -21%
Millennium Management
281
Millennium Management
New York
$2M +$2M +16,052 New
BCIM
282
British Columbia Investment Management
British Columbia, Canada
$1.99M -$1.98M -15,934 -50%
DILIC
283
Dai-ichi Life Insurance Company
Japan
$1.98M +$92K +739 +5%
CIC
284
Crawford Investment Counsel
Georgia
$1.97M -$71.9K -578 -4%
MYIA
285
Mount Yale Investment Advisors
Colorado
$1.96M +$273K +2,307 +16%
SRAM
286
Stone Ridge Asset Management
New York
$1.92M – – –
MOACM
287
Mutual of America Capital Management
New York
$1.91M -$28.6K -230 -1%
PS
288
Pensionfund Sabic
Netherlands
$1.88M – – –
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$1.84M +$59.3K +476 +3%
N
290
Natixis
France
$1.82M +$1.82M +14,606 New
FHB
291
First Hawaiian Bank
Hawaii
$1.8M +$605K +4,860 +51%
JPMPWA
292
J.P. Morgan Private Wealth Advisors
California
$1.78M +$409K +3,284 +30%
Squarepoint
293
Squarepoint
New York
$1.73M +$521K +4,186 +43%
AIC
294
Aurora Investment Counsel
Georgia
$1.72M -$1.74K -14 -0.1%
ProShare Advisors
295
ProShare Advisors
Maryland
$1.71M +$100K +806 +6%
DWM
296
Dakota Wealth Management
Florida
$1.7M +$584K +4,691 +52%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$1.69M -$417K -3,350 -20%
BNP Paribas Asset Management
298
BNP Paribas Asset Management
France
$1.66M -$4.63M -37,218 -74%
LSV Asset Management
299
LSV Asset Management
Illinois
$1.65M – – –
LIM
300
Leavell Investment Management
Alabama
$1.62M -$4.12K -33 -0.3%
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