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Broadridge
BR

Overview Fund Activity

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
JIM
Jensen Investment Management
Oregon
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.6M
4
TPI
Tesco Pension Investment
United Kingdom
+$64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$101M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.4M
4
CWM
CIBC World Markets
New York
-$42.1M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Commerce Bank
Missouri
$1.69M +$53.9K +520 +3%
Holocene Advisors
302
Holocene Advisors
New York
$1.68M +$1.68M +16,215 New
RJFSA
303
Raymond James Financial Services Advisors
Florida
$1.68M -$1.55M -14,925 -48%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$1.67M +$29K +280 +2%
MOACM
305
Mutual of America Capital Management
New York
$1.6M -$3.94K -38 -0.2%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$1.57M – – –
FCBT
307
First Citizens Bank & Trust
North Carolina
$1.54M +$83.7K +807 +6%
PS
308
Pensionfund Sabic
Netherlands
$1.52M +$415K +4,000 +37%
MYIA
309
Mount Yale Investment Advisors
Colorado
$1.52M +$416K +4,015 +38%
AIC
310
Aurora Investment Counsel
Georgia
$1.49M +$1.49M +14,366 New
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$1.48M +$946K +9,122 +177%
AFA
312
Abacus FCF Advisors
Florida
$1.46M +$69.7K +672 +5%
ProShare Advisors
313
ProShare Advisors
Maryland
$1.45M -$2.07M -20,002 -59%
CGH
314
Crossmark Global Holdings
Texas
$1.44M -$20.2K -195 -1%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$1.43M -$176K -1,700 -11%
PAG
316
Private Advisor Group
New Jersey
$1.38M -$58.8K -567 -4%
LSV Asset Management
317
LSV Asset Management
Illinois
$1.37M – – –
LIM
318
Leavell Investment Management
Alabama
$1.36M – – –
RMSCM
319
R.M. Sincerbeaux Capital Management
New York
$1.34M – – –
Fayez Sarofim & Co
320
Fayez Sarofim & Co
Texas
$1.34M – – –
CCM
321
Cadence Capital Management
Massachusetts
$1.34M -$4.36K -42 -0.3%
SCM
322
Sterling Capital Management
North Carolina
$1.33M +$1.33M +12,867 New
BAM
323
Blueshift Asset Management
New Jersey
$1.33M +$403K +3,885 +44%
PP
324
Paloma Partners
Connecticut
$1.33M -$6.42M -61,883 -83%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$1.32M -$282K -2,721 -18%
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