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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 %
GAM
601
GQ Asset Management
New York
$33K -$86.8K -915 -72%
GWM
602
Geneos Wealth Management
Colorado
$33K +$2.29K +25 +7%
NFG
603
Next Financial Group
Texas
$31K +$26.2K +273 +546%
GAM
604
Gemmer Asset Management
California
$29K -$7.58K -80 -21%
WTC
605
WhitTier Trust Company
Nevada
$29K +$9.92K +104 +52%
MAM
606
Marquette Asset Management
Minnesota
$28K – – –
RBC
607
Roble Belko & Company
Pennsylvania
$28K – – –
CTB
608
Country Trust Bank
Illinois
$28K +$28K +300 New
BWM
609
Baystate Wealth Management
Massachusetts
$27K -$5.29K -55 -16%
Fuller & Thaler Asset Management
610
Fuller & Thaler Asset Management
California
$27K – – –
EI
611
Ellevest Inc
New York
$26K +$10.1K +106 +63%
JSC
612
Jackson Square Capital
California
$23K – – –
HR
613
Howe & Rusling
New York
$22K – – –
TL
614
TrueWealth LLC
Georgia
$22K +$95 +1 +0.4%
HWM
615
HighMark Wealth Management
Minnesota
$22K +$93 +1 +0.4%
VAIA
616
Virtus Alternative Investment Advisers
Connecticut
$22K +$15.2K +162 +222%
MAM
617
Meeder Asset Management
Ohio
$21K -$2.95K -31 -12%
BCA
618
Berman Capital Advisors
Georgia
$19K -$285 -3 -1%
TCM
619
Tradewinds Capital Management
Washington
$19K – – –
PFBT
620
Parkside Financial Bank & Trust
Missouri
$19K +$7.96K +88 +72%
GRP
621
Global Retirement Partners
California
$18K – – –
FPB
622
First PREMIER Bank
South Dakota
$18K – – –
LWA
623
Lenox Wealth Advisors
New York
$18K +$6.46K +70 +56%
MCM
624
MV Capital Management
Maryland
$17K – – –
IRC
625
Investors Research Corp
Georgia
$17K – – –
23 24
25
26 27