BR icon

Broadridge

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$87M -$9.78M -79,181 -10%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$86.8M -$672K -5,439 -0.8%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$84.4M +$12.6M +102,168 +18%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$83.5M +$682K +5,521 +0.8%
AllianceBernstein
30
AllianceBernstein
Tennessee
$82.6M -$1.37M -11,101 -2%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$80.1M +$11.3M +91,527 +16%
CCP
32
Clarkston Capital Partners
Michigan
$78.3M +$591K +4,781 +0.8%
ACA
33
Anchor Capital Advisors
Massachusetts
$77.3M +$35.7M +288,653 +86%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$76.2M -$5.57M -45,049 -7%
UBS AM
35
UBS AM
Illinois
$68.9M +$1.43M +11,602 +2%
Goldman Sachs
36
Goldman Sachs
New York
$68.3M +$7.46M +60,387 +12%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$66.1M +$680K +5,507 +1%
Charles Schwab
38
Charles Schwab
California
$64.4M +$1.63M +13,167 +3%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$60.5M -$4.41M -35,689 -7%
TCM
40
TimesSquare Capital Management
New York
$59.2M +$16.1M +130,000 +37%
TPI
41
Tesco Pension Investment
United Kingdom
$56.5M
Bessemer Group
42
Bessemer Group
New Jersey
$55.8M -$2.04M -16,503 -4%
Principal Financial Group
43
Principal Financial Group
Iowa
$54.4M +$2.29M +18,533 +4%
SIC
44
Schwartz Investment Counsel
Michigan
$53.8M
AAM
45
Ardevora Asset Management
United Kingdom
$53.7M +$12.1M +97,600 +29%
JCM
46
Junto Capital Management
New York
$53.2M +$104K +843 +0.2%
AAM
47
AMI Asset Management
California
$50.5M +$7.75M +62,769 +18%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$49.5M +$1.33M +10,774 +3%
ECM
49
Ensemble Capital Management
California
$49.3M +$4.09M +33,137 +9%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$48.3M -$1.05M -8,521 -2%