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Broadridge
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Overview Fund Activity

714 hedge funds and large institutions have $12.7B invested in Broadridge in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
14.68%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
80
Increased
249
Reduced
261
Closed
56
Calls
$32.1M
Puts
$77.6M
Net Calls
-$45.5M
Net Calls Change
-$5.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$407M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$540M
3
Invesco
Invesco
Georgia
$155M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$85.9M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.7M

Top Sellers

1
JCM
Junto Capital Management
New York
$0
2
Wells Fargo
Wells Fargo
California
$175M
3
CCP
Clarkston Capital Partners
Michigan
$461K
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
5
AAM
AMI Asset Management
California
$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$92.4M +$3.93M +31,141 +4%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$85.9M +$41.9M +332,090 +95%
Franklin Resources
28
Franklin Resources
California
$84.4M +$22.3M +169,885 +36%
AllianceBernstein
29
AllianceBernstein
Tennessee
$82.8M -$1.03M -8,142 -1%
ACM
30
Alta Capital Management
Utah
$80.8M +$146K +1,156 +0.2%
VNIM
31
Vaughan Nelson Investment Management
Texas
$80M +$10.2M +80,745 +15%
TPI
32
Tesco Pension Investment
United Kingdom
$74.2M +$12.6M +100,100 +21%
ACA
33
Anchor Capital Advisors
Massachusetts
$71.9M -$5.37M -42,527 -7%
UBS AM
34
UBS AM
Illinois
$71M -$579K -4,592 -0.8%
Charles Schwab
35
Charles Schwab
California
$67.3M +$746K +5,911 +1%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$67.3M +$12.5M +99,192 +23%
AAMU
37
Amundi Asset Management US
Massachusetts
$65.5M -$43.1M -341,829 -40%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$65.2M -$1.04M -8,255 -2%
CVA
39
Ceredex Value Advisors
Florida
$62.6M -$1.37M -10,800 -2%
Truist Financial
40
Truist Financial
North Carolina
$61.7M -$2.01M -15,897 -3%
SIC
41
Schwartz Investment Counsel
Michigan
$60M +$5.05M +40,000 +9%
APG Asset Management
42
APG Asset Management
Netherlands
$57.5M +$18.9M +168,425 +49%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$57.1M +$118K +939 +0.2%
BGCP
44
Bristol Gate Capital Partners
Ontario, Canada
$53.6M +$47.3K +375 +0.1%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$53.5M +$4.75M +38,963 +10%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$51.5M +$1.48M +11,755 +3%
FAM
47
Fenimore Asset Management
New York
$51.2M +$1.77M +14,050 +4%
PPA
48
Parametric Portfolio Associates
Washington
$51M +$7.85M +62,204 +18%
AAM
49
Ardevora Asset Management
United Kingdom
$49.2M -$4.71M -37,293 -9%
BFM
50
Boston Financial Management
Massachusetts
$46.7M +$1.47M +11,642 +3%
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