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 %
LS
551
Livforsakringsbolaget Skandia
Sweden
$114K – – –
WEC
552
Winslow Evans & Crocker
Massachusetts
$114K +$39.4K +408 +53%
KFI
553
Key Financial Inc
Pennsylvania
$108K +$108K +1,110 New
FHA
554
First Horizon Advisors
Tennessee
$101K -$281 -3 -0.3%
Acadian Asset Management
555
Acadian Asset Management
Massachusetts
$99K – – –
S
556
SignatureFD
Georgia
$98K -$2.74K -29 -3%
CFG
557
Citizens Financial Group
Rhode Island
$89K +$54.1K +568 +155%
RIM
558
Rampart Investment Management
Connecticut
$86K -$135K -1,424 -61%
VIM
559
Veritas Investment Management
United Kingdom
$86K – – –
MA
560
MUFG Americas
New York
$82K – – –
WB
561
Webster Bank
Connecticut
$80K – – –
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
$80K +$13.8K +146 +21%
CI
563
CX Institutional
Indiana
$77K -$6.13K -65 -7%
WOC
564
West Oak Capital
California
$76K – – –
TFA
565
Toth Financial Advisory
Virginia
$73K – – –
HDIM
566
Hanson & Doremus Investment Management
Vermont
$66K – – –
SF
567
Synovus Financial
Georgia
$65K +$26.6K +278 +69%
SAM
568
S.A. Mason
Michigan
$64K – – –
AIC
569
Ameritas Investment Company
Nebraska
$62K +$62K +656 New
AF
570
Allworth Financial
California
$59K +$49.9K +526 +548%
CFGS
571
Concourse Financial Group Securities
Alabama
$57K -$16.1K -170 -22%
AIM
572
AIA Investment Management
Singapore
$57K – – –
DZ Bank
573
DZ Bank
Germany
$54K +$54K +570 New
LWANC
574
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K +$1.43K +15 +3%
CCA
575
Column Capital Advisors
Indiana
$53K +$8.9K +93 +20%
21 22
23
24 25