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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 %
NA
526
NewEdge Advisors
Louisiana
$253K -$1.41K -11 -0.6%
PWMG
527
Prestige Wealth Management Group
New Jersey
$251K -$40K -313 -14%
AFG
528
Albion Financial Group
Utah
$249K +$249K +1,948 New
BBHC
529
Brown Brothers Harriman & Co
New York
$248K -$73.8K -579 -23%
CMANY
530
Capital Management Associates (New York)
New York
$246K -$153K -1,200 -38%
KeyBank National Association
531
KeyBank National Association
Ohio
$236K +$236K +1,849 New
BHWM
532
Bar Harbor Wealth Management
New Hampshire
$233K +$233K +1,822 New
PA
533
Parallel Advisors
California
$230K +$37.7K +295 +20%
MIM
534
Marco Investment Management
Georgia
$230K +$230K +1,800 New
IRF
535
IBM Retirement Fund
New York
$229K +$229K +1,795 New
EMG
536
ETF Managers Group
New Jersey
$227K +$58K +451 +34%
MFG
537
Magnus Financial Group
New York
$221K +$221K +1,728 New
FCBT
538
First Citizens Bank & Trust
North Carolina
$220K -$1.67M -13,083 -88%
CC
539
ClearArc Capital
Ohio
$220K +$220K +1,721 New
CRC
540
Curi RMB Capital
Illinois
$217K +$217K +1,700 New
OWD
541
Osborn Williams & Donohoe
Ohio
$215K -$6.4K -50 -3%
TCM
542
Teza Capital Management
Illinois
$215K +$215K +1,681 New
IIC
543
Ironwood Investment Counsel
Arizona
$213K +$9.06K +200 +4%
FPS
544
Fieldpoint Private Securities
Connecticut
$211K +$211K +1,656 New
AIM
545
Arcadia Investment Management
Michigan
$204K – – –
MERSOM
546
Municipal Employees' Retirement System of Michigan
Michigan
$204K +$3.83K +30 +2%
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$204K +$5.63K +44 +3%
LS
548
Livforsakringsbolaget Skandia
Sweden
$204K +$76.5K +600 +60%
SVWAG
549
Sound View Wealth Advisors Group
Georgia
$203K +$203K +1,586 New
CIA
550
Choate Investment Advisors
Massachusetts
$203K +$203K +1,589 New
20 21
22
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