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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 %
DCM
551
Dupont Capital Management
Delaware
$187K – – –
PCG
552
Private Capital Group
Connecticut
$180K +$106K +915 +142%
NFG
553
Next Financial Group
Texas
$174K +$174K +1,366 New
ARMT
554
Amica Retiree Medical Trust
Rhode Island
$169K +$169K +1,320 New
SMFS
555
Squar Milner Financial Services
California
$165K -$19.2K -150 -10%
LJHT
556
Laurie J. Hall Trustee
$160K – – –
TCOV
557
Trust Company of Vermont
Vermont
$160K – – –
Point72 Asset Management
558
Point72 Asset Management
Connecticut
$153K +$153K +1,200 New
FHA
559
First Horizon Advisors
Tennessee
$139K +$80.5K +635 +137%
SFSIG
560
San Francisco Sentry Investment Group
California
$134K -$1.28K -10 -0.9%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$132K – – –
AssetMark Inc
562
AssetMark Inc
California
$132K +$24.4K +191 +23%
FGAM
563
Financial Gravity Asset Management
Texas
$129K +$79K +617 +158%
LC
564
Lindbrook Capital
California
$128K – – –
MA
565
MUFG Americas
New York
$121K -$5.08K -40 -4%
S
566
SignatureFD
Georgia
$121K +$3.83K +30 +3%
CF
567
Centaurus Financial
California
$118K +$118K +921 New
CI
568
CX Institutional
Indiana
$112K -$140K -1,092 -56%
CAW
569
Cornerstone Advisors (Washington)
Washington
$111K +$2.43K +19 +2%
WB
570
Webster Bank
Connecticut
$108K – – –
WEC
571
Winslow Evans & Crocker
Massachusetts
$104K +$87K +666 +512%
PCM
572
Penserra Capital Management
California
$104K +$104K +820 New
RCAG
573
Rehmann Capital Advisory Group
Michigan
$103K -$23.5K -184 -19%
WOC
574
West Oak Capital
California
$102K – – –
YWP
575
YorkBridge Wealth Partners
New York
$102K – – –
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