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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 %
LCM
476
Landscape Capital Management
New Jersey
$364K – – –
Wealthfront Advisers
477
Wealthfront Advisers
California
$364K +$27.8K +218 +8%
SP
478
Symmetry Partners
Connecticut
$359K -$115K -903 -24%
HPC
479
Hobart Private Capital
North Carolina
$358K +$27.8K +218 +8%
MAP
480
Moody Aldrich Partners
Massachusetts
$357K +$89.5K +700 +33%
HI
481
Horizon Investments
North Carolina
$355K +$108K +849 +44%
AT
482
Arden Trust
Delaware
$353K -$4.72K -37 -1%
P
483
Pitcairn
Pennsylvania
$352K -$2.43K -19 -0.7%
RIM
484
Rampart Investment Management
Connecticut
$349K -$32.1K -251 -8%
QCG
485
Quadrant Capital Group
Ohio
$345K – – –
FT
486
Fiduciary Trust
Massachusetts
$345K +$93.1K +730 +37%
EOJOAM
487
E. Ohman J:or Asset Management
Sweden
$345K -$115K -900 -25%
WA
488
Wheatland Advisors
Pennsylvania
$340K -$3.19K -25 -0.9%
EWM
489
Evercore Wealth Management
New York
$336K – – –
QI
490
QS Investors
New York
$333K -$25.8K -202 -7%
EAM
491
Eukles Asset Management
Ohio
$330K -$4.47K -35 -1%
CWS
492
Cypress Wealth Services
California
$321K – – –
CBT
493
Capital Bank & Trust
California
$319K – – –
TAM
494
Tiverton Asset Management
Delaware
$318K – – –
MWPCG
495
Measured Wealth Private Client Group
New Hampshire
$316K -$8.95K -70 -3%
KRSITF
496
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$309K +$15.6K +122 +5%
MAFM
497
Mid Atlantic Financial Management
Pennsylvania
$306K -$49.3K -386 -14%
SAM
498
Sompo Asset Management
Japan
$306K +$53.6K +420 +21%
FIM
499
Freedom Investment Management
Connecticut
$306K +$306K +2,398 New
AAM
500
Aureus Asset Management
Massachusetts
$304K – – –
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