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Broadridge
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Overview Fund Activity

724 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
89
Increased
209
Reduced
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$110M
2
Invesco
Invesco
Georgia
+$87.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$69.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$62.4M
5
Wells Fargo
Wells Fargo
California
+$62.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79M
2
Brown Advisory
Brown Advisory
Maryland
-$76.9M
3
ACM
Atlanta Capital Management
Georgia
-$60.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$59.9M
5
FMI
Fiduciary Management Inc
Wisconsin
-$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$83.4M -$3.96M -30,001 -5%
CCP
27
Clarkston Capital Partners
Michigan
$83.3M -$42.9M -325,215 -34%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$83M +$1.22M +9,250 +1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$77.4M -$17.4M -133,696 -18%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$76.8M -$613K -4,644 -0.8%
Ameriprise
31
Ameriprise
Minnesota
$76M -$14.7M -111,333 -16%
Allianz Asset Management
32
Allianz Asset Management
Germany
$75.7M -$3.11M -23,574 -4%
UBS AM
33
UBS AM
Illinois
$74.8M +$886K +6,715 +1%
Renaissance Technologies
34
Renaissance Technologies
New York
$69.1M +$69.1M +523,700 New
VOYA Investment Management
35
VOYA Investment Management
Georgia
$69M -$59.9M -453,871 -46%
Principal Financial Group
36
Principal Financial Group
Iowa
$67.9M -$22M -166,914 -25%
SAM
37
Southernsun Asset Management
Tennessee
$65.9M -$49.4M -374,408 -43%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$64.5M -$26.4M -200,045 -29%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$62M +$26.8M +202,883 +76%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$61.3M +$2.1M +15,946 +4%
Charles Schwab
41
Charles Schwab
California
$59.1M -$21.6M -164,004 -27%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$57.5M +$11.1M +84,021 +24%
ACA
43
Anchor Capital Advisors
Massachusetts
$53.6M -$15.8M -119,902 -23%
MWNA
44
Marshall Wace North America
New York
$50.8M +$50.8M +384,864 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$50.3M +$386K +2,925 +0.8%
MAM
46
Martingale Asset Management
Massachusetts
$49.5M -$5.23M -39,625 -10%
Millennium Management
47
Millennium Management
New York
$47.2M -$32.1M -243,108 -40%
SAM
48
Silvercrest Asset Management
New York
$46.7M -$13.3M -100,996 -22%
CS
49
Credit Suisse
Switzerland
$46.1M +$3.51M +26,609 +8%
RJA
50
Raymond James & Associates
Florida
$45.9M -$20.5M -155,724 -31%
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