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Broadridge
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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 %
GCA
651
Gideon Capital Advisors
New York
– -$233K -2,576 Closed
CIA
652
Choate Investment Advisors
Massachusetts
– -$232K -2,559 Closed
TG
653
TLP Group
Illinois
– -$190K -2,097 Closed
Simplex Trading
654
Simplex Trading
Illinois
– -$166K -1,835 Closed
PHK
655
Point72 Hong Kong
Hong Kong
– -$121K -1,337 Closed
DCM
656
Delpha Capital Management
New York
– -$72K -799 Closed
IUHSA
657
Itau Unibanco Holding S.A.
Brazil
– -$71K -785 Closed
IWP
658
Icon Wealth Partners
Texas
– -$48K -534 Closed
WA
659
Waverly Advisors
Alabama
– -$45K -500 Closed
GBT
660
Grove Bank & Trust
Florida
– -$37K -406 Closed
NCM
661
New Capital Management
Texas
– -$34K -379 Closed
LCM
662
Liberty Capital Management
Michigan
– -$28K -300 Closed
TC
663
Telemus Capital
Michigan
– -$24K -264 Closed
PWM
664
Paulson Wealth Management
Illinois
– -$21K -230 Closed
CFG
665
Citizens Financial Group
Rhode Island
– -$19K -211 Closed
KJWM
666
Kiley Juergens Wealth Management
Washington
– -$17K -195 Closed
FFG
667
Ford Financial Group
California
– -$17K -187 Closed
CG
668
Cutler Group
California
– -$16K -181 Closed
CA
669
Calton & Associates
Florida
– -$16K -166 Closed
PGWM
670
Parisi Gray Wealth Management
New Jersey
– -$9K -95 Closed
ZB
671
Zions Bancorporation
Utah
– -$7K -76 Closed
FIB
672
First Interstate Bank
Montana
– -$7K -74 Closed
SPI
673
Santori & Peters Inc
Pennsylvania
– -$6K -71 Closed
IP
674
Isthmus Partners
Wisconsin
– -$6K -68 Closed
CCM
675
Cribstone Capital Management
Maine
– -$6K -65 Closed
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