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Broadridge
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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 %
TFA
576
Toth Financial Advisory
Virginia
$98K – – –
APC
577
Aspire Private Capital
North Carolina
$98K +$12.9K +101 +15%
PG
578
Pendal Group
Australia
$93K -$2.71M -21,195 -97%
HDIM
579
Hanson & Doremus Investment Management
Vermont
$89K – – –
PCP
580
Proficio Capital Partners
Massachusetts
$88K +$8.08K +63 +10%
JIM
581
Jupiter Investment Management
United Kingdom
$72K -$5.68M -45,048 -99%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K – – –
FHA
583
Flagship Harbor Advisors
Massachusetts
$67K +$126 +1 +0.2%
HCM
584
Highlander Capital Management
New Jersey
$64K – – –
LWA
585
Lowe Wealth Advisors
Maryland
$63K – – –
AW
586
Alpha Windward
Massachusetts
$57K +$6.71K +50 +13%
HPC
587
HM Payson & Co
Maine
$57K +$57K +450 New
RFA
588
Reilly Financial Advisors
California
$56K – – –
AIS
589
Accurate Investment Solutions
Pennsylvania
$55K – – –
BWM
590
Baystate Wealth Management
Massachusetts
$52K – – –
SF
591
Synovus Financial
Georgia
$52K – – –
1832 Asset Management
592
1832 Asset Management
Ontario, Canada
$51K – – –
ST
593
Smithfield Trust
Pennsylvania
$51K – – –
DWA
594
Dougherty Wealth Advisers
Minnesota
$51K – – –
GAM
595
Gemmer Asset Management
California
$49K -$9.01K -71 -16%
BHWM
596
Bay Harbor Wealth Management
Maryland
$46K +$2.81K +22 +7%
GWS
597
Glassman Wealth Services
Virginia
$45K – – –
PB
598
Pinnacle Bancorp
Nebraska
$45K – – –
CBOA
599
Commonwealth Bank of Australia
Australia
$45K +$9.07K +76 +25%
CIA
600
CSat Investment Advisory
Michigan
$45K +$11.9K +92 +36%
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