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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 %
BS
476
Bessemer Securities
New York
$311K – – –
RIM
477
Rampart Investment Management
Connecticut
$309K +$194K +1,867 +168%
BAMF
478
BI Asset Management Fondsmaeglerselskab
Denmark
$301K +$301K +2,900 New
LCM
479
Landscape Capital Management
New Jersey
$296K -$1.36M -13,096 -82%
BEAM
480
Baker Ellis Asset Management
Washington
$296K – – –
TW
481
TrinityPoint Wealth
Connecticut
$294K -$107K -1,032 -27%
QI
482
QS Investors
New York
$291K -$519 -5 -0.2%
AT
483
Arden Trust
Delaware
$291K +$2.07K +20 +0.7%
OC
484
Oppenheimer & Co
New York
$291K +$60.4K +582 +26%
MAFM
485
Mid Atlantic Financial Management
Pennsylvania
$288K -$138K -1,333 -32%
P
486
Pitcairn
Pennsylvania
$288K -$24.3K -234 -8%
WA
487
Wheatland Advisors
Pennsylvania
$279K -$2.6K -25 -0.9%
QCG
488
Quadrant Capital Group
Ohio
$277K -$44.3K -439 -14%
Wealthfront Advisers
489
Wealthfront Advisers
California
$273K -$503K -4,852 -65%
EWM
490
Evercore Wealth Management
New York
$273K +$3.84K +37 +1%
EAM
491
Eukles Asset Management
Ohio
$271K +$11.9K +115 +5%
HPC
492
Hobart Private Capital
North Carolina
$268K +$15.7K +151 +6%
MWPCG
493
Measured Wealth Private Client Group
New Hampshire
$264K +$264K +2,543 New
AP
494
Appleton Partners
Massachusetts
$263K -$5.19K -50 -2%
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$263K +$143K +884 +119%
BBHC
496
Brown Brothers Harriman & Co
New York
$262K -$7.89K -76 -3%
CWS
497
Cypress Wealth Services
California
$261K – – –
CBT
498
Capital Bank & Trust
California
$259K – – –
GCA
499
Gideon Capital Advisors
New York
$259K +$27.3K +263 +12%
BBNA
500
Bremer Bank National Association
Minnesota
$259K +$259K +2,196 New
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