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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 %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$74.5M +$1.38M +13,331 +2%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$72.4M +$10.5M +101,622 +17%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$71.1M +$3.84M +37,064 +6%
AllianceBernstein
29
AllianceBernstein
Tennessee
$71M -$3.43M -33,114 -5%
Barclays
30
Barclays
United Kingdom
$69.8M +$53.2M +513,179 +320%
CCP
31
Clarkston Capital Partners
Michigan
$67.3M +$2.19M +21,115 +3%
TPI
32
Tesco Pension Investment
United Kingdom
$64M +$64M +616,976 New
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$58.2M +$20.2M +195,176 +53%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$56.7M -$1.97M -18,981 -3%
UBS AM
35
UBS AM
Illinois
$55.8M -$3.08M -29,717 -5%
Goldman Sachs
36
Goldman Sachs
New York
$54.5M -$18.9M -182,558 -26%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$53.7M -$2.36M -22,721 -4%
ECM
38
Ensemble Capital Management
California
$52.8M +$3.21M +30,963 +6%
Charles Schwab
39
Charles Schwab
California
$49.4M +$1.32M +12,751 +3%
Bessemer Group
40
Bessemer Group
New Jersey
$48.6M +$1.36M +13,075 +3%
TCM
41
TimesSquare Capital Management
New York
$48.2M +$3.62M +34,950 +8%
ACM
42
Alta Capital Management
Utah
$45.3M +$15.8M +152,709 +54%
Principal Financial Group
43
Principal Financial Group
Iowa
$44.4M -$987K -9,523 -2%
MAM
44
Martingale Asset Management
Massachusetts
$41.2M +$2.45M +23,595 +6%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$37.5M +$1.88M +18,102 +5%
SAM
46
Southernsun Asset Management
Tennessee
$37M -$4.15M -40,028 -10%
AAM
47
Ardevora Asset Management
United Kingdom
$36.2M -$1.37M -13,200 -4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$36.2M +$820K +7,904 +2%
BGCP
49
Bristol Gate Capital Partners
Ontario, Canada
$36.1M +$36.1M +348,582 New
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$36M -$101M -975,119 -74%
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