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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 %
MME
426
Meag Munich Ergo
Germany
$522K – – –
AWM
427
AE Wealth Management
Kansas
$514K +$197K +1,546 +62%
BFO
428
Biltmore Family Office
North Carolina
$513K – – –
NIT
429
NumerixS Investment Technologies
British Columbia, Canada
$511K -$409K -3,200 -44%
BO
430
Bank OZK
Arkansas
$511K – – –
PSUF
431
People's United Financial
Connecticut
$504K -$12.3K -96 -2%
TRCT
432
Tower Research Capital (TRC)
New York
$502K +$102K +801 +26%
WA
433
Wambolt & Associates
Colorado
$501K -$2.3K -18 -0.5%
ACM
434
AlphaCrest Capital Management
New York
$497K -$354K -2,774 -42%
MML Investors Services
435
MML Investors Services
Massachusetts
$496K -$1.04M -8,176 -68%
ECM
436
ExodusPoint Capital Management
New York
$493K +$72.6K +569 +17%
FMWA
437
Forvis Mazars Wealth Advisors
Missouri
$487K -$64.1K -502 -12%
WSCM
438
Wellington Shields Capital Management
New York
$486K -$28.7K -225 -6%
OWA
439
One Wealth Advisors
California
$484K +$25.4K +199 +6%
ACA
440
Aptus Capital Advisors
Alabama
$478K +$183K +1,437 +62%
RWA
441
Ropes Wealth Advisors
Massachusetts
$469K +$36.5K +286 +8%
GC
442
Guardian Capital
Ontario, Canada
$466K -$50.4K -395 -10%
SWM
443
SeaCrest Wealth Management
New York
$462K +$15.1K +118 +3%
SI
444
Stephens Inc
Arkansas
$453K +$453K +3,548 New
First Manhattan
445
First Manhattan
New York
$451K – – –
CP
446
Covenant Partners
Tennessee
$443K – – –
VWM
447
Venturi Wealth Management
Texas
$442K -$46.9K -367 -10%
VIA
448
Vident Investment Advisory
Georgia
$436K +$436K +3,416 New
GIA
449
Granite Investment Advisors
New Hampshire
$434K – – –
CA
450
Crewe Advisors
Utah
$428K +$342K +2,678 +396%
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18
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