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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 %
Canada Pension Plan Investment Board
451
Canada Pension Plan Investment Board
Ontario, Canada
$381K -$504K -5,324 -57%
BFO
452
Biltmore Family Office
North Carolina
$381K – – –
BO
453
Bank OZK
Arkansas
$379K – – –
WAM
454
Weiss Asset Management
Massachusetts
$378K +$378K +3,988 New
QCG
455
Quadrant Capital Group
Ohio
$375K +$96.7K +1,013 +35%
SFS
456
Sowell Financial Services
Arkansas
$374K -$67K -707 -15%
DCM
457
Donaldson Capital Management
Indiana
$370K +$96.5K +1,017 +35%
PFS
458
Prospera Financial Services
Texas
$368K -$9.95K -105 -3%
FAAS
459
First Allied Advisory Services
California
$360K -$56.4K -595 -14%
PSUF
460
People's United Financial
Connecticut
$356K +$2.66K +28 +0.8%
FBT
461
First Bank & Trust
South Dakota
$349K -$11.6K -122 -3%
RWA
462
Ropes Wealth Advisors
Massachusetts
$348K – – –
SWM
463
SeaCrest Wealth Management
New York
$341K – – –
WA
464
Wambolt & Associates
Colorado
$335K -$29.4K -310 -8%
SB
465
Simmons Bank
Arkansas
$335K +$36.5K +385 +12%
CTC
466
Central Trust Company
Missouri
$330K -$8.45K -89 -2%
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$330K +$72.1K +759 +28%
NA
468
NewEdge Advisors
Louisiana
$325K +$42.4K +448 +15%
BG
469
Bellevue Group
Switzerland
$322K – – –
AP
470
Appleton Partners
Massachusetts
$320K – – –
MAFM
471
Mid Atlantic Financial Management
Pennsylvania
$319K +$86.6K +912 +37%
TW
472
TrinityPoint Wealth
Connecticut
$316K +$31.4K +332 +11%
First Manhattan
473
First Manhattan
New York
$315K – – –
MMPW
474
Mitchell McLeod Pugh & Williams
Alabama
$315K +$9.47K +100 +3%
CI
475
Cigna Investments
Connecticut
$306K +$9.5K +100 +3%
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