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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 %
Mariner
326
Mariner
Kansas
$1.32M +$627K +6,051 +91%
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$1.3M +$77.7K +749 +6%
ECM
328
Element Capital Management
New York
$1.28M +$1.28M +12,321 New
JPMPWA
329
J.P. Morgan Private Wealth Advisors
California
$1.28M -$479K -4,622 -27%
SEC
330
Seven Eight Capital
New York
$1.27M -$736K -7,100 -37%
MML Investors Services
331
MML Investors Services
Massachusetts
$1.25M +$171K +1,648 +16%
OI
332
Oakbrook Investments
Illinois
$1.24M +$13K +125 +1%
ASN
333
Advisory Services Network
Georgia
$1.24M +$12.2K +118 +1%
SAM
334
Securian Asset Management
Minnesota
$1.24M -$20.7K -200 -2%
TF
335
TIAA FSB
Florida
$1.23M -$292K -2,817 -19%
CSS
336
Cubist Systematic Strategies
Connecticut
$1.23M +$508K +4,904 +71%
LF
337
Lantz Financial
Illinois
$1.22M +$1.22M +11,803 New
Marshall Wace
338
Marshall Wace
United Kingdom
$1.2M +$1.2M +11,556 New
MYAM
339
Meiji Yasuda Asset Management
Japan
$1.2M -$167K -1,610 -12%
BAM
340
Boyar Asset Management
New York
$1.18M -$5.29K -51 -0.4%
HH
341
Hilltop Holdings
Texas
$1.14M -$55.9K -539 -5%
SB
342
Suntrust Banks
Georgia
$1.13M +$133K +1,283 +13%
WA1
343
Wimmer Associates 1
California
$1.13M – – –
Creative Planning
344
Creative Planning
Kansas
$1.12M +$91.8K +885 +9%
Credit Agricole
345
Credit Agricole
France
$1.08M -$1.51M -14,524 -58%
HSA
346
HBK Sorce Advisory
Pennsylvania
$1.07M +$33.7K +325 +3%
PIA
347
Piedmont Investment Advisors
North Carolina
$1.06M +$14.5K +140 +1%
ECAM
348
East Coast Asset Management
Massachusetts
$1.05M – – –
Renaissance Technologies
349
Renaissance Technologies
New York
$1.05M -$34.6M -333,400 -97%
LOAMS
350
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$1.04M +10,038 New
12 13
14
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