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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 %
TPCW
401
TD Private Client Wealth
New York
$550K +$30K +316 +6%
Voloridge Investment Management
402
Voloridge Investment Management
Florida
$548K -$10.5M -110,882 -95%
AP
403
Advisor Partners
California
$548K -$190K -2,007 -26%
SC
404
Sepio Capital
Utah
$546K -$6.83K -72 -1%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$545K -$411K -4,330 -43%
CFA
406
CWS Financial Advisors
Michigan
$541K – – –
JIC
407
Johnson Investment Counsel
Ohio
$539K -$442K -4,618 -45%
LW
408
Linscomb Wealth
Texas
$539K -$210K -2,210 -28%
APA
409
American Portfolios Advisors
New York
$536K +$80.6K +850 +18%
MC
410
Montag & Caldwell
Georgia
$532K +$213K +2,245 +67%
HCM
411
Howland Capital Management
Massachusetts
$522K – – –
PTC
412
Private Trust Company
Ohio
$522K +$12.6K +133 +2%
UCFA
413
United Capital Financial Advisors
Texas
$511K -$179K -1,892 -26%
CMA
414
Cedar Mountain Advisors
Oregon
$508K +$284 +3 +0.1%
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$504K +$504K +5,310 New
Susquehanna International Group
416
Susquehanna International Group
Pennsylvania
$492K -$2.41M -25,430 -83%
HF
417
HRT Financial
New York
$488K +$488K +5,147 New
SM
418
Sciencast Management
New Jersey
$486K +$167K +1,800 +52%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$476K +$476K +5,019 New
MML Investors Services
420
MML Investors Services
Massachusetts
$475K +$61K +643 +15%
I
421
IberiaBank
Louisiana
$469K +$52.3K +551 +13%
P
422
Pitcairn
Pennsylvania
$466K +$239K +2,526 +106%
LSERS
423
Louisiana State Employees Retirement System
Louisiana
$465K -$47.4K -500 -9%
WAM
424
World Asset Management
Michigan
$464K -$328K -3,459 -41%
N
425
Natixis
France
$458K -$17M -179,221 -97%
15 16
17
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