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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 %
BHWM
601
Bay Harbor Wealth Management
Maryland
$35K – – –
GWM
602
Geneos Wealth Management
Colorado
$34K – – –
GLI
603
Guardian Life Insurance
New York
$34K – – –
PWM
604
PRW Wealth Management
Massachusetts
$33K +$33K +313 New
BL
605
Balentine LLC
Georgia
$31K – – –
CFA
606
Camarda Financial Advisors
Florida
$31K +$936 +9 +3%
CAM
607
Cresset Asset Management
Illinois
$31K +$24.1K +229 +352%
CBOA
608
Commonwealth Bank of Australia
Australia
$30K – – –
WF
609
WealthTrust Fairport
Ohio
$30K – – –
RBC
610
Roble Belko & Company
Pennsylvania
$30K +$30K +294 New
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$29K -$6.63K -64 -19%
CIA
612
CSat Investment Advisory
Michigan
$27K +$2.53K +24 +10%
TL
613
TrueWealth LLC
Georgia
$25K – – –
MCM
614
MV Capital Management
Maryland
$25K +$6.95K +67 +39%
OFS
615
Orrstown Financial Services
Pennsylvania
$24K – – –
OIA
616
Optimum Investment Advisors
Illinois
$24K – – –
Parallax Volatility Advisers
617
Parallax Volatility Advisers
California
$24K +$24K +231 New
PFO
618
Pathstone Family Office
New Jersey
$23K +$23K +225 New
BC
619
Bartlett & Co
Ohio
$21K – – –
TCM
620
Tradewinds Capital Management
Washington
$21K – – –
BCWM
621
Bartlett & Co Wealth Management
Ohio
$20.8K – – –
SLF
622
Sun Life Financial
Ontario, Canada
$20K -$12.7K -124 -39%
BCA
623
Berman Capital Advisors
Georgia
$20K -$1.78K -18 -8%
FPB
624
First PREMIER Bank
South Dakota
$20K – – –
SIC
625
Salem Investment Counselors
North Carolina
$20K +$20K +150 New
23 24
25
26 27