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Broadridge

689 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 266 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.54B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 266

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$40.3M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$34.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$31.8M

Top Sellers

1 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
576
$91K
577
$90K
578
$88K
579
$87K
580
$82K
581
$80K
582
$72K
583
$68K
584
$66K
585
$65K
586
$62K
587
$62K
588
$61K
589
$54K
590
$53K
591
$53K
592
$50K
593
$50K
594
$50K
595
$48K
596
$48K
597
$46K
598
$44K
599
$44K
600
$44K