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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
476
Vident Investment Advisory
Georgia
$305K -$30.8K -325 -9%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$305K – – –
DBRC
478
D.B. Root & Company
Pennsylvania
$303K – – –
RIM
479
Redpoint Investment Management
Australia
$303K – – –
RCA
480
Rowland Carmichael Advisors
Arizona
$302K – – –
V
481
Veritable
Delaware
$295K -$13.4K -141 -4%
CW
482
CreativeOne Wealth
Kansas
$294K +$101K +1,071 +53%
WSCM
483
Wellington Shields Capital Management
New York
$292K -$118K -1,250 -29%
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$288K +$32.4K +341 +13%
TFA
485
Teamwork Financial Advisors
Texas
$285K +$285K +3,003 New
JCM
486
JS Capital Management
New York
$284K +$284K +3,000 New
BFA
487
Beaumont Financial Advisors
Massachusetts
$282K -$4.45K -47 -2%
LIA
488
LS Investment Advisors
Michigan
$278K -$112K -1,179 -29%
ARMT
489
Amica Retiree Medical Trust
Rhode Island
$278K +$153K +1,616 +122%
IIC
490
Ironwood Investment Counsel
Arizona
$276K -$29.2K -525 -10%
PPW
491
Parcion Private Wealth
Washington
$273K -$27.5K -290 -9%
BCA
492
Bay Colony Advisors
Massachusetts
$272K +$69K +727 +34%
PMFA
493
Plante Moran Financial Advisors
Michigan
$269K -$5.59K -59 -2%
QI
494
QS Investors
New York
$266K – – –
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$265K +$265K +2,803 New
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
EMG
497
ETF Managers Group
New Jersey
$259K +$26.4K +272 +11%
EAM
498
Eukles Asset Management
Ohio
$258K +$9.76K +103 +4%
BUB
499
BBVA USA Bancshares
Texas
$257K -$41.6K -438 -14%
IRF
500
IBM Retirement Fund
New York
$257K +$98.2K +1,037 +62%
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