Broadridge
751 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 258 increasing their positions, 215 reducing their positions, and 55 closing their positions.
133% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 55
85% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $8.31M
20% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 215
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more funds holding
Funds holding: 690 → 751 (+61)
2% less capital invested
Capital invested by funds: $12.5B → $12.2B (-$234M)
1.33% less ownership
Funds ownership: 87.66% → 86.33% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$99.9M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$35.3M |
| 3 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$24.6M |
| 4 |
N
Natixis
Paris,
France
|
+$20.7M |
| 5 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$191M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$135M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$49M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$28.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.6M |
BR Hedge Fund Activity: Q4 2019 in Review
751 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2019, worth a combined $12.2B — down 1.9% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new BR positions and 55 closed out — a net gain of 73 holders — while 258 added to existing stakes and 215 trimmed.
The largest buyer was BlackRock, adding an estimated $99.9M. The largest seller was Morgan Stanley, cutting an estimated $191M.
- 751 institutional investors held Broadridge (BR) as of Q4 2019, up from 690 in Q3 2019.
- Funds reported $12.2B of Broadridge stock for Q4 2019, down 1.9% quarter-over-quarter.
- 128 funds opened new Broadridge positions in Q4 2019 and 55 closed out, a net change of +73 holders.
- The largest Broadridge buyer in Q4 2019 was BlackRock, an estimated $99.9M added.
- The largest Broadridge seller in Q4 2019 was Morgan Stanley, an estimated $191M sold.
Based on aggregated 13F filings for Q4 2019.