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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 %
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$1.4M +$133K +1,039 +10%
JIC
327
Johnson Investment Counsel
Ohio
$1.38M +$343K +2,685 +33%
WA1
328
Wimmer Associates 1
California
$1.37M -$19.2K -150 -1%
SCM
329
Sterling Capital Management
North Carolina
$1.34M -$301K -2,355 -18%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$1.34M +$125K +978 +10%
Holocene Advisors
331
Holocene Advisors
New York
$1.3M -$770K -6,029 -37%
PIA
332
Piedmont Investment Advisors
North Carolina
$1.3M -$9.7K -76 -0.7%
ECAM
333
East Coast Asset Management
Massachusetts
$1.3M – – –
SO
334
STRS Ohio
Ohio
$1.29M -$1.19M -9,301 -48%
LOAMS
335
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.28M – – –
MC
336
Machina Capital
France
$1.28M +$172K +1,350 +16%
AI
337
Atria Investments
North Carolina
$1.27M +$966K +7,679 +315%
TI
338
Trexquant Investment
Connecticut
$1.26M +$296K +2,321 +31%
SWP
339
Stratos Wealth Partners
Ohio
$1.24M +$106K +834 +9%
Squarepoint
340
Squarepoint
New York
$1.24M -$17.4M -136,421 -93%
NIC
341
Northwest Investment Counselors
Oregon
$1.23M -$18.1K -142 -1%
SPIA
342
Steward Partners Investment Advisory
New York
$1.23M -$15.3K -120 -1%
HSA
343
HBK Sorce Advisory
Pennsylvania
$1.23M -$82.9K -649 -6%
FHB
344
First Hawaiian Bank
Hawaii
$1.22M -$33.1K -259 -3%
BRWA
345
B. Riley Wealth Advisors
Florida
$1.22M +$341K +2,669 +39%
NMERB
346
New Mexico Educational Retirement Board
New Mexico
$1.21M -$25.5K -200 -2%
HH
347
Hilltop Holdings
Texas
$1.19M -$215K -1,684 -15%
BOH
348
Bank of Hawaii
Hawaii
$1.19M +$72.7K +569 +7%
GLA
349
Great Lakes Advisors
Illinois
$1.18M +$94.3K +738 +9%
FCM
350
Flinton Capital Management
Pennsylvania
$1.17M +$465K +3,640 +66%
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