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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 %
SWP
376
Stratos Wealth Partners
Ohio
$731K -$236K -2,491 -24%
CCM
377
Coldstream Capital Management
Washington
$718K -$88.5K -934 -11%
COPPSERS
378
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$695K -$5.6K -59 -0.8%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$688K -$166K -1,750 -19%
AIL
380
AGF Investments LLC
Ontario, Canada
$681K +$2.47K +26 +0.4%
WIP
381
Wellesley Investment Partners
Massachusetts
$676K -$84.8K -895 -11%
Rafferty Asset Management
382
Rafferty Asset Management
New York
$673K -$1.09M -11,553 -62%
AI
383
AdvisorShares Investments
Maryland
$663K +$28.8K +304 +5%
WC
384
Waterloo Capital
Texas
$661K +$661K +6,973 New
AWM
385
Altium Wealth Management
New York
$660K -$284 -3 -0%
Los Angeles Capital Management
386
Los Angeles Capital Management
California
$654K -$66.4K -700 -9%
WF
387
Welch & Forbes
Massachusetts
$634K – – –
TRCT
388
Tower Research Capital (TRC)
New York
$629K +$608K +6,402 +2,833%
DILIC
389
Dai-ichi Life Insurance Company
Japan
$624K -$916K -9,650 -59%
CS
390
Cannell & Spears
New York
$613K – – –
Man Group
391
Man Group
United Kingdom
$600K -$7.29M -76,834 -92%
TSWM
392
Triangle Securities Wealth Management
North Carolina
$598K +$598K +6,301 New
DIA
393
Dean Investment Associates
Ohio
$590K +$590K +6,226 New
YMRC
394
Yorktown Management & Research Company
Virginia
$588K -$228K -2,400 -28%
VanEck Associates
395
VanEck Associates
New York
$580K +$53.3K +562 +10%
VI
396
Versor Investments
New York
$578K +$578K +6,100 New
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$568K -$252K -2,652 -31%
BBVA
398
Banco Bilbao Vizcaya Argentaria
Spain
$566K +$3.89K +41 +0.7%
NMIMC
399
Northwestern Mutual Investment Management Company
Wisconsin
$566K +$144K +1,518 +34%
TH
400
TCTC Holdings
Texas
$562K – – –
14 15
16
17 18