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Broadridge
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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 %
Legal & General Group
26
Legal & General Group
United Kingdom
$103M -$6.63M -51,944 -6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$102M +$3.54M +27,722 +4%
Bank of America
28
Bank of America
North Carolina
$100M +$1.06M +8,338 +1%
AQR Capital Management
29
AQR Capital Management
Connecticut
$96.2M -$129M -1,011,809 -57%
Barclays
30
Barclays
United Kingdom
$95.9M +$9.95M +77,955 +12%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$87.9M +$420K +3,288 +0.5%
UIM
32
USS Investment Management
United Kingdom
$87.3M +$87.3M +684,268 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$86.5M -$950K -7,444 -1%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$83.8M -$5.4M -42,270 -6%
CCP
35
Clarkston Capital Partners
Michigan
$80.5M -$2.41M -18,885 -3%
Ameriprise
36
Ameriprise
Minnesota
$75.6M +$58.2M +455,855 +335%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$73.9M -$17.8M -139,777 -19%
Allianz Asset Management
38
Allianz Asset Management
Germany
$71M -$34.8M -272,612 -33%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$68.6M -$3.03M -23,735 -4%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$67.4M -$2.43M -19,022 -3%
UBS AM
41
UBS AM
Illinois
$66.7M -$1.99M -15,583 -3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$64.4M -$1.78M -13,977 -3%
Charles Schwab
43
Charles Schwab
California
$63.1M +$2.22M +17,400 +4%
Goldman Sachs
44
Goldman Sachs
New York
$62M -$5.08M -39,768 -8%
TPI
45
Tesco Pension Investment
United Kingdom
$61.4M -$17.4M -135,986 -22%
Bessemer Group
46
Bessemer Group
New Jersey
$59.8M -$38.7K -303 -0.1%
Principal Financial Group
47
Principal Financial Group
Iowa
$55.7M +$967K +7,572 +2%
SIC
48
Schwartz Investment Counsel
Michigan
$55.6M +$41.5M +325,000 +293%
ACM
49
Alta Capital Management
Utah
$54.1M -$1.68M -13,149 -3%
ECM
50
Ensemble Capital Management
California
$49.8M -$15.3M -119,685 -23%
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