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Broadridge
BR

Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$65K -$1.07K -10 -2%
LWM
527
Lenox Wealth Management
Ohio
$61K +$16.6K +152 +37%
S
528
SignatureFD
Georgia
$61K +$61K +553 New
BCM
529
Brasada Capital Management
Texas
$59K – – –
Bessemer Group
530
Bessemer Group
New Jersey
$59K +$4.47K +41 +8%
SF
531
Synovus Financial
Georgia
$58K +$58K +523 New
RWP
532
RWA Wealth Partners
Massachusetts
$58K +$58K +526 New
LWA
533
Lowe Wealth Advisors
Maryland
$54K – – –
AW
534
Alpha Windward
Massachusetts
$53K -$1.52K -14 -3%
FAM
535
Fred Alger Management
New York
$52K +$31.6K +286 +155%
HCM
536
Highlander Capital Management
New Jersey
$52K +$52K +500 New
LFA
537
Legacy Financial Advisors
Kentucky
$50K – – –
SFM
538
Signet Financial Management
New Jersey
$49K +$49K +449 New
RFA
539
Reilly Financial Advisors
California
$48K – – –
APP
540
Avantax Planning Partners
Iowa
$48K +$48K +438 New
HFM
541
Harvest Fund Management
China
$47K – – –
AIS
542
Accurate Investment Solutions
Pennsylvania
$47K – – –
CT
543
CPF Texas
Texas
$46K – – –
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$45K -$5.76K -53 -11%
FCAG
545
First Capital Advisors Group
New Jersey
$45K +$45K +412 New
OFS
546
Orrstown Financial Services
Pennsylvania
$39K -$29.9K -274 -43%
GWS
547
Glassman Wealth Services
Virginia
$38K – – –
MSA
548
Marino Stram & Associates
Massachusetts
$38K +$222 +2 +0.6%
GWM
549
Geneos Wealth Management
Colorado
$36K +$108 +1 +0.3%
FC
550
Ferris Capital
Massachusetts
$36K +$36K +332 New
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