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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 %
PHK
401
Point72 Hong Kong
Hong Kong
$664K +$482K +3,778 +265%
I
402
IberiaBank
Louisiana
$659K -$4.47K -35 -0.7%
S
403
Seeyond
France
$655K -$143K -1,124 -18%
WP
404
WealthSource Partners
California
$636K -$4.98K -39 -0.8%
DTL
405
Dynamic Technology Lab
Singapore
$625K +$625K +4,895 New
AA
406
ALPS Advisors
Colorado
$607K -$467K -3,654 -43%
SS
407
Simplicity Solutions
Minnesota
$597K -$66.7K -522 -10%
APA
408
American Portfolios Advisors
New York
$596K +$97.7K +765 +20%
HNB
409
Huntington National Bank
Ohio
$596K -$7.28K -57 -1%
ACM
410
Advisors Capital Management
New Jersey
$595K +$129K +1,007 +28%
HKAM
411
Horizon Kinetics Asset Management
New York
$583K -$210K -1,643 -26%
TAM
412
Tocqueville Asset Management
New York
$574K +$15.1K +118 +3%
KFA
413
Kelleher Financial Advisors
New York
$574K +$574K +4,500 New
LIA
414
LS Investment Advisors
Michigan
$571K -$54.8K -429 -9%
BEI
415
Benjamin Edwards Inc
Missouri
$568K +$375K +2,938 +195%
NMIMC
416
Northwestern Mutual Investment Management Company
Wisconsin
$562K -$1.68M -13,174 -75%
FBT
417
First Bank & Trust
South Dakota
$562K -$694K -5,433 -55%
RJT
418
Raymond James Trust
Florida
$561K -$36.7K -288 -6%
CTC
419
Central Trust Company
Missouri
$559K -$2.64K -20 -0.5%
CLOS
420
Compagnie Lombard Odier SCmA
Switzerland
$558K – – –
AI
421
Accredited Investors
Minnesota
$551K – – –
NG
422
Northstar Group
New York
$547K +$230K +1,800 +73%
FAAS
423
First Allied Advisory Services
California
$546K +$82.6K +647 +18%
ACP
424
Ashfield Capital Partners
California
$532K – – –
SWA
425
Stratos Wealth Advisors
Ohio
$523K -$49.5K -388 -9%
15 16
17
18 19