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Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.53B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$40.3M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$34.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$31.8M

Top Sellers

1 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$1.09M
352
$1.06M
353
$1.05M
354
$1.04M
355
$1.04M
356
$1.04M
357
$1.03M
358
$1.02M
359
$1.02M
360
$1.01M
361
$999K
362
$988K
363
$967K
364
$964K
365
$932K
366
$914K
367
$911K
368
$890K
369
$882K
370
$877K
371
$867K
372
$857K
373
$851K
374
$831K
375
$804K