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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
AE Wealth Management
Kansas
$1.48M +$1.27M +13,388 +596%
MOACM
302
Mutual of America Capital Management
New York
$1.48M +$9.77K +103 +0.7%
PS
303
Pensionfund Sabic
Netherlands
$1.39M – – –
CCA
304
Catalyst Capital Advisors
New York
$1.39M +$1.39M +14,602 New
AI
305
Atria Investments
North Carolina
$1.36M +$106K +1,115 +8%
GLA
306
Great Lakes Advisors
Illinois
$1.35M +$271K +2,858 +25%
MYIA
307
Mount Yale Investment Advisors
Colorado
$1.35M +$83.6K +881 +7%
PP
308
Pegasus Partners
Wisconsin
$1.32M +$451K +4,761 +52%
UIM
309
USS Investment Management
United Kingdom
$1.31M – – –
PTP
310
Platform Technology Partners
New York
$1.31M +$646K +6,810 +97%
TC
311
TwinBeech Capital
New York
$1.3M +$1.3M +13,753 New
TAMH
312
Taikang Asset Management (HK)
Hong Kong
$1.28M +$282K +2,972 +28%
Jane Street
313
Jane Street
New York
$1.28M +$1.28M +13,475 New
TCM
314
Tandem Capital Management
New Jersey
$1.27M +$33.8K +356 +3%
PGAM
315
Princeton Global Asset Management
New Jersey
$1.27M +$228K +2,407 +22%
LSV Asset Management
316
LSV Asset Management
Illinois
$1.25M – – –
Bank of Nova Scotia
317
Bank of Nova Scotia
Ontario, Canada
$1.25M -$1.18M -12,448 -49%
D.E. Shaw & Co
318
D.E. Shaw & Co
New York
$1.24M +$643K +6,774 +108%
CIC
319
Crawford Investment Counsel
Georgia
$1.22M -$216K -2,273 -15%
RMSCM
320
R.M. Sincerbeaux Capital Management
New York
$1.22M – – –
KAS
321
Kemnay Advisory Services
New York
$1.22M +$1.22M +12,841 New
LIM
322
Leavell Investment Management
Alabama
$1.22M -$21.4K -224 -2%
CSS
323
Cubist Systematic Strategies
Connecticut
$1.21M -$1.47M -15,536 -55%
SO
324
STRS Ohio
Ohio
$1.21M -$468K -4,937 -28%
BCIM
325
British Columbia Investment Management
British Columbia, Canada
$1.19M -$1.36M -14,387 -53%
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