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Broadridge
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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 %
CCM
351
Coldstream Capital Management
Washington
$1.16M -$11.9K -93 -1%
AMI
352
Amica Mutual Insurance
Rhode Island
$1.16M +$1.16M +9,079 New
DWM
353
Dakota Wealth Management
Florida
$1.15M +$1.15M +8,995 New
TCM
354
Tributary Capital Management
Nebraska
$1.13M -$51.1K -400 -4%
CEP
355
Chicago Equity Partners
Illinois
$1.11M -$8.94K -70 -0.8%
CFGS
356
Concourse Financial Group Securities
Alabama
$1.11M -$76.4K -596 -6%
II
357
IFM Investors
Australia
$1.1M +$184K +1,443 +20%
MAM
358
Meeder Asset Management
Ohio
$1.07M +$953K +7,447 +797%
LF
359
Lee Financial
Texas
$1.07M -$638 -5 -0.1%
SBIA
360
Sheaff Brock Investment Advisors
Indiana
$1.06M -$47.4K -371 -4%
CP
361
Cumberland Partners
Ontario, Canada
$1.06M +$121K +950 +13%
NIPH
362
NN Investment Partners Holdings
Netherlands
$1.06M -$62.1K -486 -6%
WAM
363
World Asset Management
Michigan
$1.05M +$31.5K +247 +3%
FA
364
FDx Advisors
Illinois
$1.04M -$1.02K -8 -0.1%
Jane Street
365
Jane Street
New York
$1.04M +$296K +2,316 +40%
SMDAM
366
Sumitomo Mitsui DS Asset Management
Japan
$1.03M -$221K -1,730 -18%
Verition Fund Management
367
Verition Fund Management
Connecticut
$1.02M +$1.02M +8,019 New
OAM
368
Occidental Asset Management
California
$1.02M -$30.8K -241 -3%
RCM
369
Riverhead Capital Management
Delaware
$990K +$409K +3,200 +70%
PI
370
Putnam Investments
Massachusetts
$986K -$18.5M -145,262 -95%
AAS
371
Avantax Advisory Services
Texas
$960K -$16.1K -126 -2%
AP
372
Advisor Partners
California
$960K +$27.4K +215 +3%
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
$926K -$263K -2,059 -22%
TAM
374
Tyers Asset Management
Texas
$916K +$365K +2,860 +66%
PGAM
375
Princeton Global Asset Management
New Jersey
$900K +$2.81K +22 +0.3%
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