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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
276
Mraz Amerine & Associates
California
$1.81M – – –
PDN
277
Pensionfund DSM Netherlands
Netherlands
$1.79M -$284K -3,000 -14%
OAM
278
Oppenheimer Asset Management
New York
$1.79M -$86K -907 -5%
BPM
279
Bowling Portfolio Management
Ohio
$1.76M -$41.9K -442 -2%
PI
280
PEAK6 Investments
Illinois
$1.76M +$1.49M +15,675 +546%
AMI
281
Amica Mutual Insurance
Rhode Island
$1.75M +$892K +9,409 +104%
AIA
282
Avalon Investment & Advisory
Texas
$1.74M +$1.74M +18,321 New
FRAF
283
Första AP-fonden
Sweden
$1.73M +$1.73M +18,200 New
LCP
284
Legacy Capital Partners
Wisconsin
$1.72M -$47.6K -502 -3%
LRIC
285
Long Road Investment Counsel
Michigan
$1.7M +$28.4K +300 +2%
MSL
286
Mackay Shields LLC
New York
$1.68M -$8.44K -89 -0.5%
Assenagon Asset Management
287
Assenagon Asset Management
Luxembourg
$1.67M +$1.67M +17,647 New
CAM
288
Cidel Asset Management
Ontario, Canada
$1.66M +$976K +10,295 +142%
PMAM
289
Picton Mahoney Asset Management
Ontario, Canada
$1.66M -$460K -4,850 -22%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$1.65M -$141K -1,486 -8%
EAMA
291
EFG Asset Management (Americas)
Florida
$1.61M -$717K -7,560 -31%
TCM
292
Tributary Capital Management
Nebraska
$1.6M +$787K +8,303 +97%
FHB
293
First Hawaiian Bank
Hawaii
$1.59M +$63.1K +665 +4%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$1.57M – – –
BIM
295
Bridges Investment Management
Nebraska
$1.56M -$19K -200 -1%
MSA
296
Mason Street Advisors
Wisconsin
$1.55M – – –
BAS
297
Brown Advisory Securities
Maryland
$1.54M -$137K -1,384 -8%
SBH
298
Segall Bryant & Hamill
Illinois
$1.52M – – –
BFEC
299
Benjamin F. Edwards & Company
Missouri
$1.5M -$136K -1,430 -8%
GIM
300
Goelzer Investment Management
Indiana
$1.5M +$1.5M +15,786 New
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