BR icon

Broadridge
BR

Overview Fund Activity

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
JIM
Jensen Investment Management
Oregon
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.6M
4
TPI
Tesco Pension Investment
United Kingdom
+$64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$101M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.4M
4
CWM
CIBC World Markets
New York
-$42.1M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
426
Forvis Mazars Wealth Advisors
Missouri
$448K +$9.13K +88 +2%
TAM
427
Tyers Asset Management
Texas
$447K -$810K -7,810 -64%
VI
428
Versor Investments
New York
$443K -$656K -6,328 -60%
CTC
429
Central Trust Company
Missouri
$441K -$213K -2,052 -33%
ACP
430
Ashfield Capital Partners
California
$432K – – –
WA
431
Wambolt & Associates
Colorado
$430K +$163K +1,497 +61%
PSUF
432
People's United Financial
Connecticut
$419K -$107K -1,032 -20%
GC
433
Guardian Capital
Ontario, Canada
$419K +$159K +1,535 +61%
WSCM
434
Wellington Shields Capital Management
New York
$418K -$93.3K -900 -18%
WCA
435
Westover Capital Advisors
Delaware
$418K -$15.4K -148 -4%
BFO
436
Biltmore Family Office
North Carolina
$417K – – –
MME
437
Meag Munich Ergo
Germany
$415K -$757K -7,388 -65%
BO
438
Bank OZK
Arkansas
$415K – – –
APA
439
American Portfolios Advisors
New York
$405K +$47.6K +459 +13%
VWM
440
Venturi Wealth Management
Texas
$402K -$156K -1,486 -28%
OAM
441
Oxford Asset Management
United Kingdom
$391K +$391K +3,772 New
ACI
442
Alpha Cubed Investments
California
$387K -$53.7K -518 -12%
SP
443
Symmetry Partners
Connecticut
$386K +$12.7K +122 +3%
ACM
444
Advisors Capital Management
New Jersey
$383K -$66.4K -633 -15%
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$373K – – –
FAAS
446
First Allied Advisory Services
California
$373K +$60.9K +593 +20%
OWA
447
One Wealth Advisors
California
$373K +$105K +1,008 +39%
ZCM
448
Zebra Capital Management
Connecticut
$367K +$367K +3,540 New
First Manhattan
449
First Manhattan
New York
$366K – – –
SWM
450
SeaCrest Wealth Management
New York
$363K +$19.3K +186 +6%
16 17
18
19 20