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Broadridge
BR

Overview Fund Activity

688 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
14.97%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
65
Increased
213
Reduced
278
Closed
71
Calls
$31.8M
Puts
$13.2M
Net Calls
+$18.6M
Net Calls Change
+$9.49M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$385M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$129M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$75.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1M
5
BlackRock
BlackRock
New York
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
626
Avestar Capital
New York
$21K – – –
SSB
627
Sandy Spring Bank
Maryland
$20K – – –
PO
628
Private Ocean
California
$20K – – –
AIL
629
AGF Investments LLC
Ontario, Canada
$19K -$127 -1 -0.7%
SIC
630
Salem Investment Counselors
North Carolina
$19K – – –
OAJ
631
Ogorek Anthony Joseph
New York
$19K – – –
M
632
MOTCO
Texas
$19K – – –
GRP
633
Global Retirement Partners
California
$18K -$257 -2 -1%
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
CFA
635
Carroll Financial Associates
North Carolina
$18K +$380 +3 +2%
BFC
636
Bedel Financial Consulting
Indiana
$17K – – –
FMP
637
Financial Management Professionals
Texas
$16K – – –
LFG
638
Larson Financial Group
Missouri
$16K – – –
RIA
639
Realta Investment Advisors
Delaware
$16K +$16K +128 New
FCB
640
First Command Bank
Texas
$15K – – –
FCFS
641
First Command Financial Services
Texas
$15K – – –
PFBT
642
Parkside Financial Bank & Trust
Missouri
$14K +$867 +7 +7%
Canada Pension Plan Investment Board
643
Canada Pension Plan Investment Board
Ontario, Canada
$13K -$7.65M -58,880 -100%
TWA
644
TCI Wealth Advisors
Arizona
$13K -$1.16K -9 -8%
EWM
645
Endurance Wealth Management
Rhode Island
$13K – – –
VRM
646
Vectors Research Management
New York
$13K – – –
OIA
647
OneDigital Investment Advisors
Kansas
$13K – – –
FPFS
648
First Personal Financial Services
North Carolina
$13K +$515 +4 +4%
SLF
649
Sun Life Financial
Ontario, Canada
$12K -$13.3K -103 -53%
IBOK
650
Independence Bank of Kentucky
Kentucky
$12K – – –
24 25
26
27 28