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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 %
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$256K – – –
FA
502
FDx Advisors
Illinois
$256K -$34.1K -360 -12%
RC
503
RegentAtlantic Capital
New Jersey
$255K -$95 -1 -0%
FT
504
Fiduciary Trust
Massachusetts
$253K -$2.65K -28 -1%
Pacer Advisors
505
Pacer Advisors
Pennsylvania
$252K +$10.1K +92 +4%
AII
506
AGF Investments Inc
Ontario, Canada
$249K +$249K +2,626 New
AT
507
Arden Trust
Delaware
$247K -$3.23K -34 -1%
HWA
508
Heritage Wealth Advisors
Virginia
$247K -$37.9K -400 -13%
RMC
509
Resources Management Corp
Connecticut
$246K – – –
ECM
510
Everence Capital Management
Indiana
$246K – – –
BCV
511
Banque Cantonale Vaudoise
Switzerland
$240K -$180K -1,900 -43%
FNBT
512
FineMark National Bank & Trust
Florida
$239K -$3.04K -32 -1%
CWS
513
Cypress Wealth Services
California
$239K – – –
Wellington Management Group
514
Wellington Management Group
Massachusetts
$239K +$37K +390 +18%
SP
515
Symmetry Partners
Connecticut
$238K – – –
OL
516
Optas LLC
Texas
$237K -$4.55K -48 -2%
CBT
517
Capital Bank & Trust
California
$237K -$758 -8 -0.3%
PA
518
Procyon Advisors
Connecticut
$229K +$81.9K +862 +56%
Twin Tree Management
519
Twin Tree Management
Texas
$227K +$212K +2,232 +1,369%
AAM
520
Aureus Asset Management
Massachusetts
$226K – – –
JWCA
521
J.W. Cole Advisors
Florida
$222K -$54.3K -573 -20%
CPA
522
Court Place Advisors
Maryland
$220K – – –
TCBWMS
523
Texas Capital Bank Wealth Management Services
Texas
$219K +$10.6K +112 +5%
NGA
524
Naples Global Advisors
Florida
$219K +$41.8K +440 +24%
PWLP
525
Prio Wealth Limited Partnership
Massachusetts
$217K -$3.8K -40 -2%
19 20
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