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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 %
DIM
451
DC Investments Management
Virginia
$361K – – –
CP
452
Covenant Partners
Tennessee
$360K +$360K +3,470 New
SCM
453
Stevens Capital Management
Pennsylvania
$358K +$358K +3,448 New
CI
454
Cigna Investments
Connecticut
$357K – – –
SB
455
Simmons Bank
Arkansas
$355K +$46.2K +446 +15%
GIA
456
Granite Investment Advisors
New Hampshire
$353K – – –
RWA
457
Ropes Wealth Advisors
Massachusetts
$351K – – –
PMFA
458
Plante Moran Financial Advisors
Michigan
$344K – – –
ECM
459
ExodusPoint Capital Management
New York
$342K +$342K +3,296 New
BUB
460
BBVA USA Bancshares
Texas
$338K -$6.22K -60 -2%
C
461
Cerebellum
California
$337K +$63.3K +611 +23%
MMPW
462
Mitchell McLeod Pugh & Williams
Alabama
$334K – – –
FANJ
463
Financial Architects (New Jersey)
New Jersey
$334K – – –
DBRC
464
D.B. Root & Company
Pennsylvania
$332K – – –
QC
465
Quadrature Capital
United Kingdom
$331K -$62.1K -598 -16%
RIM
466
Redpoint Investment Management
Australia
$331K – – –
RCA
467
Rowland Carmichael Advisors
Arizona
$330K -$118K -1,140 -26%
GHCM
468
Glen Harbor Capital Management
California
$325K -$589K -5,680 -64%
CMANY
469
Capital Management Associates (New York)
New York
$324K -$7.78K -75 -2%
TRCT
470
Tower Research Capital (TRC)
New York
$324K +$44K +425 +16%
V
471
Veritable
Delaware
$321K -$30.6K -295 -9%
ECM
472
ETrade Capital Management
Virginia
$316K +$35.8K +345 +13%
CC
473
Courier Capital
New York
$316K +$36.1K +348 +13%
HWA
474
Heritage Wealth Advisors
Virginia
$313K +$1.87K +18 +0.6%
ONB
475
Old National Bancorp
Indiana
$313K +$313K +3,022 New
17 18
19
20 21