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Broadridge

689 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, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.54B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 266

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$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 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.62M
302
$1.61M
303
$1.6M
304
$1.6M
305
$1.58M
306
$1.58M
307
$1.58M
308
$1.57M
309
$1.57M
310
$1.56M
311
$1.54M
312
$1.52M
313
$1.52M
314
$1.51M
315
$1.51M
316
$1.5M
317
$1.49M
318
$1.47M
319
$1.47M
320
$1.46M
321
$1.44M
322
$1.42M
323
$1.41M
324
$1.38M
325
$1.37M