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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 %
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$1.19M +$38.7K +408 +3%
PAM
327
Panagora Asset Management
Massachusetts
$1.19M +$624K +6,577 +110%
Creative Planning
328
Creative Planning
Kansas
$1.18M +$19.3K +203 +2%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M +$84K +886 +8%
ASN
330
Advisory Services Network
Georgia
$1.16M -$23.8K -251 -2%
DnB Asset Management
331
DnB Asset Management
Norway
$1.15M -$149K -1,571 -11%
PIA
332
Piedmont Investment Advisors
North Carolina
$1.15M +$135K +1,423 +13%
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$1.15M +$336K +3,548 +41%
BRWA
334
B. Riley Wealth Advisors
Florida
$1.15M +$513K +5,405 +81%
CCM
335
Cadence Capital Management
Massachusetts
$1.14M -$29.3K -309 -3%
LF
336
Lee Financial
Texas
$1.14M +$339K +3,579 +42%
B
337
BP
United Kingdom
$1.14M – – –
Koshinski Asset Management
338
Koshinski Asset Management
Illinois
$1.13M -$33.3K -351 -3%
LF
339
Lantz Financial
Illinois
$1.12M -$38.5K -406 -3%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M -$784K -8,270 -42%
II
341
IFM Investors
Australia
$1.09M -$45.5K -469 -4%
IMOV
342
Investment Management of Virginia
Virginia
$1.08M -$16.1K -170 -1%
AIC
343
Aurora Investment Counsel
Georgia
$1.08M +$159K +1,681 +17%
SAM
344
Securian Asset Management
Minnesota
$1.07M -$19.5K -206 -2%
BDS
345
Banco de Sabadell
Florida
$1.04M +$1.04M +10,993 New
CGH
346
Crossmark Global Holdings
Texas
$1.04M -$529K -5,579 -34%
Caisse de Depot et Placement du Quebec (CDPQ)
347
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.03M +$285K +3,000 +38%
SS
348
Simplicity Solutions
Minnesota
$1.03M +$788K +8,309 +322%
SFG
349
SNS Financial Group
Minnesota
$1.02M -$73.5K -775 -7%
SPIA
350
Steward Partners Investment Advisory
New York
$1.02M +$77.8K +821 +8%
12 13
14
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