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Broadridge

689 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.54B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 266

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$40.3M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$34.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$31.8M

Top Sellers

1 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$238K
527
$236K
528
$230K
529
$229K
530
$228K
531
$227K
532
$227K
533
$227K
534
$224K
535
$222K
536
$220K
537
$215K
538
$215K
539
$215K
540
$214K
541
$213K
542
$212K
543
$211K
544
$206K
545
$204K
546
$203K
547
$201K
548
$200K
549
$199K
550
$199K