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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 %
FAM
626
Fred Alger Management
New York
$19K – – –
AQA
627
Alpha Quant Advisors
Texas
$18K – – –
ESB
628
Essex Savings Bank
Connecticut
$18K – – –
AC
629
Avestar Capital
New York
$17K – – –
IAS
630
IMA Advisory Services
Colorado
$17K – – –
MNBTD
631
Moody National Bank Trust Division
Texas
$17K +$4.35K +43 +34%
PO
632
Private Ocean
California
$17K +$17K +164 New
AIL
633
AGF Investments LLC
Ontario, Canada
$16K -$2.76K -26 -15%
SSB
634
Sandy Spring Bank
Maryland
$16K – – –
WEC
635
Winslow Evans & Crocker
Massachusetts
$16K +$3.69K +30 +30%
OAJ
636
Ogorek Anthony Joseph
New York
$15K – – –
M
637
MOTCO
Texas
$15K – – –
GRP
638
Global Retirement Partners
California
$15K +$5.49K +52 +58%
WT
639
Whittier Trust
California
$14K -$16.4K -156 -54%
SFA
640
Semmax Financial Advisors
North Carolina
$14K -$11.1K -109 -44%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
BFC
642
Bedel Financial Consulting
Indiana
$14K – – –
CFA
643
Carroll Financial Associates
North Carolina
$14K +$7.25K +72 +107%
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$13K – – –
FMP
645
Financial Management Professionals
Texas
$13K – – –
LFG
646
Larson Financial Group
Missouri
$13K – – –
FCB
647
First Command Bank
Texas
$12K – – –
FCFS
648
First Command Financial Services
Texas
$12K – – –
CHC
649
City Holding Co
West Virginia
$11K – – –
SPL
650
Smart Portfolios LLC
Washington
$11K – – –
24 25
26
27 28