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Broadridge
BR

Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
576
Parallel Advisors
California
$17K -$29.9K -278 -64%
OAJ
577
Ogorek Anthony Joseph
New York
$16K – – –
SIC
578
Salem Investment Counselors
North Carolina
$16K – – –
MWM
579
MinichMacGregor Wealth Management
New York
$16K – – –
WT
580
Whittier Trust
California
$15K – – –
BFC
581
Bedel Financial Consulting
Indiana
$15K +$15K +136 New
SNT
582
Security National Trust
West Virginia
$14K – – –
FMP
583
Financial Management Professionals
Texas
$14K – – –
ADL
584
Asset Dedication LLC
California
$14K +$10.9K +100 +345%
FCFS
585
First Command Financial Services
Texas
$13K – – –
AWM
586
Aevitas Wealth Management
Massachusetts
$13K – – –
FCB
587
First Command Bank
Texas
$12.9K – – –
MOS
588
MGO One Seven
Ohio
$12K – – –
CHC
589
City Holding Co
West Virginia
$12K – – –
TWA
590
TCI Wealth Advisors
Arizona
$12K – – –
GBBWRPM
591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K – – –
WTB
592
Washington Trust Bank
Washington
$11K – – –
EWM
593
Endurance Wealth Management
Rhode Island
$11K – – –
WEC
594
Winslow Evans & Crocker
Massachusetts
$11K – – –
GSC
595
G&S Capital
Colorado
$9K – – –
PCA
596
Providence Capital Advisors
North Carolina
$9K – – –
LWA
597
Lenox Wealth Advisors
New York
$9K +$9K +80 New
MFW
598
Mosaic Family Wealth
Missouri
$7K – – –
CFA
599
Carroll Financial Associates
North Carolina
$7K +$4.39K +42 +168%
CGI
600
CI Global Investments
California
$7K +$7K +60 New
22 23
24
25 26