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Broadridge
BR

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 %
CPA
501
Court Place Advisors
Maryland
$296K – – –
PWLP
502
Prio Wealth Limited Partnership
Massachusetts
$296K – – –
ZIC
503
ZWJ Investment Counsel
Georgia
$294K – – –
FAM
504
Fred Alger Management
New York
$294K +$270K +2,119 +1,145%
FNBT
505
FineMark National Bank & Trust
Florida
$294K +$294K +2,300 New
MWM
506
Mission Wealth Management
California
$291K -$24K -188 -8%
PA
507
Profund Advisors
Maryland
$291K -$7.02K -55 -2%
FRM
508
Fox Run Management
Connecticut
$291K +$2.05K +16 +0.7%
HCM
509
Hudson Capital Management
New Jersey
$288K +$288K +2,256 New
PWAG
510
Polaris Wealth Advisory Group
California
$288K – – –
SWM
511
Segment Wealth Management
Texas
$287K – – –
AMIM
512
Aull & Monroe Investment Management
Alabama
$286K -$18.4K -144 -6%
Neuberger Berman Group
513
Neuberger Berman Group
New York
$283K +$9.84K +77 +4%
AIA
514
Avalon Investment & Advisory
Texas
$273K -$10.1K -79 -4%
BCM
515
BBT Capital Management
Texas
$271K +$271K +2,124 New
BBNA
516
Bremer Bank National Association
Minnesota
$268K -$12.3K -96 -4%
VFA
517
Voya Financial Advisors
Connecticut
$267K +$1.8K +14 +0.7%
IFS
518
Ifrah Financial Services
Arkansas
$264K -$2.56K -20 -1%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
AWA
520
Arete Wealth Advisors
Illinois
$263K +$11K +86 +4%
AIP
521
Ameritas Investment Partners
Nebraska
$262K – – –
DCM
522
Donaldson Capital Management
Indiana
$260K +$260K +2,037 New
SIA
523
Strategic Investment Advisors
Michigan
$258K +$258K +2,052 New
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$257K -$1.92K -15 -0.7%
OC
525
Oppenheimer & Co
New York
$256K -$102K -798 -28%
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