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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 %
C
601
Cerebellum
California
$7K +$7K +67 New
WTC
602
WhitTier Trust Company
Nevada
$6K – – –
EARNEST Partners
603
EARNEST Partners
Georgia
$5K – – –
HFP
604
Holistic Financial Partners
Indiana
$5K – – –
ME
605
McIlrath & Eck
Washington
$5K – – –
JWA
606
JFS Wealth Advisors
Pennsylvania
$5K +$102 +1 +2%
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$2.84K +25 +132%
M
608
MOTCO
Texas
$5K +$5K +48 New
OBWP
609
O'Brien Wealth Partners
Massachusetts
$5K +$5K +50 New
SWP
610
Strategic Wealth Partners
Ohio
$4K – – –
MRCM
611
M&R Capital Management
New Jersey
$4K – – –
FGC
612
Financial Gravity Companies
Texas
$4K +$3.5K +35 +700%
FGAM
613
Financial Gravity Asset Management
Texas
$4K +$4K +40 New
FWM
614
Focused Wealth Management
New York
$3K – – –
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
AF
616
Allworth Financial
California
$3K +$3K +28 New
LFG
617
LifePlan Financial Group
Ohio
$3K +$3K +29 New
SWA
618
Sutton Wealth Advisors
Florida
$2.63K – – –
OFW
619
Omnia Family Wealth
Florida
$2K – – –
MIM
620
Macroview Investment Management
Maryland
$2K +$2K +14 New
TC
621
Trilogy Capital
California
$2K +$2K +16 New
DWM
622
Destination Wealth Management
California
$2K +$2K +17 New
ML
623
McAdam LLC
Pennsylvania
$1K +$1K +11 New
FMA
624
FNY Managed Accounts
New York
$1K +$1K +17 New
Nomura Holdings
625
Nomura Holdings
Japan
$546 +$546 +5,000 New
23 24
25
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