BR icon

Broadridge
BR

Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Cynosure Advisors
Utah
$593K +$6.58K +60 +1%
MAM
377
Meeder Asset Management
Ohio
$584K +$506K +4,605 +645%
GW
378
GW & Wade
Massachusetts
$582K +$329 +3 +0.1%
TAM
379
Tocqueville Asset Management
New York
$579K +$124K +1,126 +27%
AA
380
ALPS Advisors
Colorado
$571K -$159K -1,448 -22%
BRWA
381
B. Riley Wealth Advisors
Florida
$561K -$1.87K -17 -0.3%
FMWA
382
Forvis Mazars Wealth Advisors
Missouri
$560K -$50.4K -460 -8%
CS
383
Candriam SCA
Luxembourg
$548K +$548K +5,000 New
PSUF
384
People's United Financial
Connecticut
$547K -$1.97K -18 -0.4%
Nordea Investment Management
385
Nordea Investment Management
Sweden
$545K +$264K +2,406 +94%
GH
386
GAM Holding
Switzerland
$539K -$603K -5,495 -53%
HNB
387
Huntington National Bank
Ohio
$538K -$17.2K -157 -3%
RBA
388
Richard Bernstein Advisors
New York
$520K – – –
EAM
389
EULAV Asset Management
Florida
$505K – – –
KFA
390
Kelleher Financial Advisors
New York
$493K -$274K -2,500 -36%
OI
391
Oakbrook Investments
Illinois
$483K -$458K -4,170 -49%
FCBT
392
First Citizens Bank & Trust
North Carolina
$482K -$58.8K -536 -11%
CI
393
Cigna Investments
Connecticut
$476K – – –
WCA
394
Westover Capital Advisors
Delaware
$471K +$84.2K +768 +22%
V
395
Veritable
Delaware
$468K -$21.3K -194 -4%
D.E. Shaw & Co
396
D.E. Shaw & Co
New York
$463K +$158K +1,438 +52%
APA
397
American Portfolios Advisors
New York
$463K +$116K +1,057 +33%
MYLI
398
Meiji Yasuda Life Insurance
Japan
$460K -$88.9K -810 -16%
AP
399
Advisor Partners
California
$459K +$45.5K +415 +11%
ACP
400
Ashfield Capital Partners
California
$457K – – –
14 15
16
17 18