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Broadridge
BR

Overview Fund Activity

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$122M
2
JIM
Jensen Investment Management
Oregon
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.6M
4
TPI
Tesco Pension Investment
United Kingdom
+$64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$101M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.4M
4
CWM
CIBC World Markets
New York
-$42.1M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
576
Flagship Harbor Advisors
Massachusetts
$55K -$10.2K -98 -16%
IA
577
IFP Advisors
Florida
$54K -$134K -1,303 -71%
HCM
578
Highlander Capital Management
New Jersey
$52K – – –
LWA
579
Lowe Wealth Advisors
Maryland
$50K – – –
BWM
580
Baystate Wealth Management
Massachusetts
$47K -$79.2K -674 -63%
FHA
581
First Horizon Advisors
Tennessee
$47K -$17.5K -172 -27%
TF
582
Tompkins Financial
New York
$47K – – –
GAM
583
Gemmer Asset Management
California
$47K +$206 +2 +0.4%
RFA
584
Reilly Financial Advisors
California
$45K – – –
Rockefeller Capital Management
585
Rockefeller Capital Management
New York
$45K +$26.1K +254 +138%
AIS
586
Accurate Investment Solutions
Pennsylvania
$44K – – –
SF
587
Synovus Financial
Georgia
$42K -$29.3K -280 -41%
DWA
588
Dougherty Wealth Advisers
Minnesota
$42K – – –
1832 Asset Management
589
1832 Asset Management
Ontario, Canada
$41K – – –
ST
590
Smithfield Trust
Pennsylvania
$41K – – –
FGAM
591
Financial Gravity Asset Management
Texas
$41K +$41K +391 New
ZB
592
Zions Bancorporation
Utah
$40K -$313 -3 -0.8%
LFA
593
Legacy Financial Advisors
Kentucky
$40K – – –
AW
594
Alpha Windward
Massachusetts
$39K – – –
IWP
595
Icon Wealth Partners
Texas
$39K +$39K +373 New
PB
596
Pinnacle Bancorp
Nebraska
$37K – – –
ACA
597
Anchor Capital Advisors
Massachusetts
$36.3K +$536 +5,167 +1%
FC
598
Ferris Capital
Massachusetts
$36K – – –
GWS
599
Glassman Wealth Services
Virginia
$36K – – –
MSA
600
Marino Stram & Associates
Massachusetts
$36K +$207 +2 +0.6%
22 23
24
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