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Broadridge
BR

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 %
KBC Group
301
KBC Group
Belgium
$1.61M – – –
RMSCM
302
R.M. Sincerbeaux Capital Management
New York
$1.61M – – –
SB
303
Suntrust Banks
Georgia
$1.6M +$125K +1,006 +8%
SM
304
Sciencast Management
New Jersey
$1.58M +$883K +7,062 +126%
CGH
305
Crossmark Global Holdings
Texas
$1.58M -$93.5K -751 -6%
MYAM
306
Meiji Yasuda Asset Management
Japan
$1.58M +$176K +1,415 +13%
Creative Planning
307
Creative Planning
Kansas
$1.57M +$49.5K +398 +3%
CCM
308
Cadence Capital Management
Massachusetts
$1.57M -$31.4K -252 -2%
ASN
309
Advisory Services Network
Georgia
$1.56M – – –
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$1.55M -$50.2K -403 -3%
TCM
311
Tributary Capital Management
Nebraska
$1.53M +$427K +3,434 +39%
II
312
IFM Investors
Australia
$1.52M +$451K +3,624 +42%
KWILP
313
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.51M +$1.51M +12,160 New
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$1.51M +$145K +1,169 +11%
SWP
315
Stratos Wealth Partners
Ohio
$1.5M +$292K +2,346 +24%
B
316
BP
United Kingdom
$1.49M – – –
SAM
317
Securian Asset Management
Minnesota
$1.47M -$39.3K -316 -3%
LF
318
Lantz Financial
Illinois
$1.47M +$8.27K +68 +0.6%
TAF
319
Tredje AP-fonden
Sweden
$1.46M +$40K +320 +3%
IMOV
320
Investment Management of Virginia
Virginia
$1.44M -$54.7K -440 -4%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$1.42M – – –
BAM
322
Boyar Asset Management
New York
$1.41M +$12.6K +101 +0.9%
NA
323
Neuburgh Advisers
California
$1.38M -$4.23K -34 -0.3%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$1.37M +$1.37M +10,970 New
SO
325
STRS Ohio
Ohio
$1.33M +$70K +563 +6%
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