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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 %
AIM
576
Aigen Investment Management
New York
$53K +$52.8K +561 +28,050%
HPC
577
HM Payson & Co
Maine
$48K -$18.8K -200 -28%
FHA
578
Flagship Harbor Advisors
Massachusetts
$47K -$3.2K -34 -6%
HCM
579
Highlander Capital Management
New Jersey
$47K – – –
LWA
580
Lowe Wealth Advisors
Maryland
$47K – – –
CIA
581
CSat Investment Advisory
Michigan
$46K +$2.08K +22 +5%
Bessemer Group
582
Bessemer Group
New Jersey
$45K -$43M -450,952 -100%
WT
583
Whittier Trust
California
$44K +$2.63K +28 +6%
ST
584
Smithfield Trust
Pennsylvania
$44K +$5.55K +58 +14%
BCWM
585
Bartlett & Co Wealth Management
Ohio
$43.3K +$24.3K +255 +128%
OPS
586
Orion Portfolio Solutions
Nebraska
$43K -$2.82K -30 -6%
BC
587
Bartlett & Co
Ohio
$43K +$43K +455 New
PCG
588
Private Capital Group
Connecticut
$42K -$11.3K -118 -21%
RFA
589
Reilly Financial Advisors
California
$41K – – –
AW
590
Alpha Windward
Massachusetts
$40K – – –
AIS
591
Accurate Investment Solutions
Pennsylvania
$40K – – –
LC
592
Lindbrook Capital
California
$39K -$46.4K -484 -54%
AIM
593
Anchor Investment Management
South Carolina
$38.9K +$38.9K +410 New
AF
594
Advisornet Financial
Minnesota
$38K -$760 -8 -2%
DWA
595
Dougherty Wealth Advisers
Minnesota
$38K – – –
JCM
596
Jacobi Capital Management
Pennsylvania
$36K +$20.2K +210 +127%
GWS
597
Glassman Wealth Services
Virginia
$35K +$1.53K +16 +5%
BL
598
Balentine LLC
Georgia
$35K +$6.73K +71 +24%
PB
599
Pinnacle Bancorp
Nebraska
$34K – – –
AAP
600
Arax Advisory Partners
Colorado
$34K +$34K +363 New
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