BR icon

Broadridge
BR

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 %
CGH
301
Crossmark Global Holdings
Texas
$1.72M -$54K -423 -3%
LSV Asset Management
302
LSV Asset Management
Illinois
$1.69M – – –
LIM
303
Leavell Investment Management
Alabama
$1.67M – – –
KBC Group
304
KBC Group
Belgium
$1.65M -$1.17M -9,130 -41%
ProShare Advisors
305
ProShare Advisors
Maryland
$1.65M -$130K -1,020 -7%
RMSCM
306
R.M. Sincerbeaux Capital Management
New York
$1.65M – – –
CCM
307
Cadence Capital Management
Massachusetts
$1.64M -$5.49K -43 -0.3%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$1.64M +$16.6K +130 +1%
Korea Investment Corp
309
Korea Investment Corp
South Korea
$1.62M +$1.62M +12,700 New
AFA
310
Abacus FCF Advisors
Florida
$1.62M -$184K -1,440 -10%
LF
311
Lantz Financial
Illinois
$1.57M +$25.6K +195 +2%
ASN
312
Advisory Services Network
Georgia
$1.56M +$33.6K +263 +2%
Creative Planning
313
Creative Planning
Kansas
$1.56M +$178K +1,395 +13%
SAM
314
Securian Asset Management
Minnesota
$1.55M +$28.9K +226 +2%
B
315
BP
United Kingdom
$1.53M +$1.53M +12,000 New
IMOV
316
Investment Management of Virginia
Virginia
$1.53M -$1.53M -11,977 -50%
SB
317
Suntrust Banks
Georgia
$1.51M +$124K +973 +9%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$1.49M -$111K -867 -7%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M -$300K -2,350 -17%
TAF
320
Tredje AP-fonden
Sweden
$1.46M +$360K +2,807 +33%
Mariner
321
Mariner
Kansas
$1.45M -$169K -1,325 -10%
MYAM
322
Meiji Yasuda Asset Management
Japan
$1.44M -$34.5K -270 -2%
BAM
323
Boyar Asset Management
New York
$1.43M -$12.8K -100 -0.9%
NA
324
Neuburgh Advisers
California
$1.42M +$564K +4,420 +66%
JPMPWA
325
J.P. Morgan Private Wealth Advisors
California
$1.4M -$169K -1,321 -11%
11 12
13
14 15