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Broadridge

689 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, 266 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 (-$1.54B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 266

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
689
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
401
$568K
402
$559K
403
$557K
404
$557K
405
$544K
406
$542K
407
$542K
408
$537K
409
$537K
410
$537K
411
$535K
412
$532K
413
$525K
414
$518K
415
$517K
416
$510K
417
$504K
418
$504K
419
$500K
420
$498K
421
$493K
422
$488K
423
$484K
424
$479K
425
$473K