BR icon

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 %
MWM
526
Mission Wealth Management
California
$216K – – –
BB
527
Busey Bank
Illinois
$214K – – –
HCM
528
Hudson Capital Management
New Jersey
$214K – – –
SWM
529
Segment Wealth Management
Texas
$213K – – –
PWAG
530
Polaris Wealth Advisory Group
California
$211K – – –
SEC
531
Seven Eight Capital
New York
$209K -$722K -7,597 -78%
AWM
532
Aberdeen Wealth Management
Illinois
$208K – – –
AWA
533
Arete Wealth Advisors
Illinois
$206K +$5.59K +59 +3%
BBHC
534
Brown Brothers Harriman & Co
New York
$204K +$285 +3 +0.1%
American Century Companies
535
American Century Companies
Missouri
$202K +$202K +2,125 New
PA
536
Parallel Advisors
California
$199K +$24.1K +255 +14%
CG
537
Cutler Group
California
$199K +$152K +1,600 +321%
PWMG
538
Prestige Wealth Management Group
New Jersey
$194K +$6.25K +66 +3%
AIP
539
Ameritas Investment Partners
Nebraska
$183K – – –
GT
540
Glenmede Trust
Pennsylvania
$166K – – –
AssetMark Inc
541
AssetMark Inc
California
$165K +$13.9K +147 +9%
APWM
542
Atlas Private Wealth Management
New York
$160K +$141K +1,492 +746%
MERSOM
543
Municipal Employees' Retirement System of Michigan
Michigan
$155K – – –
IA
544
IFP Advisors
Florida
$155K +$25.8K +270 +20%
PVH
545
Psagot Value Holdings
Israel
$155K +$69.9K +739 +82%
AIM
546
Arcadia Investment Management
Michigan
$152K – – –
SMFS
547
Squar Milner Financial Services
California
$149K -$11.6K -123 -7%
SFSIG
548
San Francisco Sentry Investment Group
California
$142K +$42.7K +449 +43%
Group One Trading
549
Group One Trading
Illinois
$124K +$124K +1,307 New
TCOV
550
Trust Company of Vermont
Vermont
$119K – – –
20 21
22
23 24