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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 %
CAL
651
Capital Analysts LLC
Pennsylvania
$11K – – –
CCM
652
Covington Capital Management
California
$11K +$11K +88 New
Rockefeller Capital Management
653
Rockefeller Capital Management
New York
$10K -$46.2K -360 -82%
WTC
654
WhitTier Trust Company
Nevada
$10K – – –
WAP
655
Wealthcare Advisory Partners
Pennsylvania
$10K +$130 +1 +1%
AF
656
Allworth Financial
California
$9K – – –
CHC
657
City Holding Co
West Virginia
$7K -$5.79K -48 -45%
IRC
658
Investors Research Corp
Georgia
$7K – – –
CA
659
Centerpoint Advisors
Massachusetts
$7K – – –
SNT
660
Security National Trust
West Virginia
$7K – – –
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$7K +$860 +7 +14%
FRA
662
Front Row Advisors
California
$6K – – –
KTC
663
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
EARNEST Partners
664
EARNEST Partners
Georgia
$6K – – –
PW
665
Price Wealth
Texas
$6K +$6K +44 New
W
666
WealthStone
Ohio
$5.11K – – –
TNBTD
667
Trustmark National Bank Trust Department
Mississippi
$5K -$57K -114 -92%
ME
668
McIlrath & Eck
Washington
$5K – – –
MRCM
669
M&R Capital Management
New Jersey
$4K – – –
ADL
670
Asset Dedication LLC
California
$4K – – –
QCIG
671
Quad-Cities Investment Group
Iowa
$4K – – –
MUAMU
672
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.58K +$2.94K +23,000 +460%
SWA
673
Sutton Wealth Advisors
Florida
$3.06K – – –
Parallax Volatility Advisers
674
Parallax Volatility Advisers
California
$3K -$23.7K -205 -89%
SFA
675
Semmax Financial Advisors
North Carolina
$3K -$17.6K -117 -85%
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