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Broadridge
BR

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 %
SB
451
Simmons Bank
Arkansas
$424K -$13.5K -106 -3%
PMFA
452
Plante Moran Financial Advisors
Michigan
$424K – – –
JG
453
Jefferies Group
New York
$422K +$422K +3,306 New
BUB
454
BBVA USA Bancshares
Texas
$416K – – –
WCA
455
Westover Capital Advisors
Delaware
$414K -$100K -787 -20%
MMPW
456
Mitchell McLeod Pugh & Williams
Alabama
$412K – – –
CI
457
Cigna Investments
Connecticut
$411K -$25.4K -200 -6%
FANJ
458
Financial Architects (New Jersey)
New Jersey
$411K – – –
B
459
Barings
North Carolina
$408K -$271K -2,122 -40%
DBRC
460
D.B. Root & Company
Pennsylvania
$408K – – –
RIM
461
Redpoint Investment Management
Australia
$407K – – –
RCA
462
Rowland Carmichael Advisors
Arizona
$406K – – –
V
463
Veritable
Delaware
$401K +$6.38K +50 +2%
ZCM
464
Zebra Capital Management
Connecticut
$390K -$61.6K -483 -14%
ECM
465
ETrade Capital Management
Virginia
$389K +$638 +5 +0.2%
HWA
466
Heritage Wealth Advisors
Virginia
$386K – – –
CC
467
Courier Capital
New York
$384K -$5.11K -40 -1%
BFA
468
Beaumont Financial Advisors
Massachusetts
$384K +$71K +556 +23%
BS
469
Bessemer Securities
New York
$383K – – –
SGM
470
Skye Global Management
Florida
$383K +$383K +3,000 New
TW
471
TrinityPoint Wealth
Connecticut
$379K -$1.07K -8 -0.3%
ONB
472
Old National Bancorp
Indiana
$375K -$11K -86 -3%
AP
473
Appleton Partners
Massachusetts
$368K +$44.2K +346 +14%
BG
474
Bellevue Group
Switzerland
$365K +$365K +2,862 New
BEAM
475
Baker Ellis Asset Management
Washington
$364K – – –
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