Broadridge
697 hedge funds and large institutions have $9.35B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 271 increasing their positions, 237 reducing their positions, and 108 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 237
0.13% more ownership
Funds ownership: 86.33% → 86.46% (+0.13%)
7% less funds holding
Funds holding: 751 → 697 (-54)
24% less capital invested
Capital invested by funds: $12.2B → $9.35B (-$2.88B)
42% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 108
63% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $64.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$73.7M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$63.1M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$57.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$53.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$193M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$121M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$63.3M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$51.5M |
| 5 |
BlackRock
New York
|
-$49.6M |
BR Hedge Fund Activity: Q1 2020 in Review
697 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2020, worth a combined $9.35B — down 24% from $12.2B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of BR and 63 opened new positions — a net loss of 45 holders — while 237 trimmed existing stakes and 271 added.
The largest buyer was Wells Fargo, adding an estimated $73.7M. The largest seller was Morgan Stanley, cutting an estimated $193M.
- 697 institutional investors held Broadridge (BR) as of Q1 2020, down from 751 in Q4 2019.
- Funds reported $9.35B of Broadridge stock for Q1 2020, down 24% quarter-over-quarter.
- 63 funds opened new Broadridge positions in Q1 2020 and 108 closed out, a net change of -45 holders.
- The largest Broadridge buyer in Q1 2020 was Wells Fargo, an estimated $73.7M added.
- The largest Broadridge seller in Q1 2020 was Morgan Stanley, an estimated $193M sold.
Based on aggregated 13F filings for Q1 2020.