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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 %
FRA
676
Front Row Advisors
California
$5K – – –
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$5K +$400 +4 +9%
LWA
678
Lenox Wealth Advisors
New York
$5K +$5K +49 New
IRC
679
Investors Research Corp
Georgia
$5K +$5K +52 New
MRCM
680
M&R Capital Management
New Jersey
$4K – – –
W
681
WealthStone
Ohio
$4K +$4K +40 New
AIC
682
Ameritas Investment Company
Nebraska
$3K -$43.2K -360 -94%
FWM
683
Focused Wealth Management
New York
$3K – – –
ADL
684
Asset Dedication LLC
California
$3K – – –
QCIG
685
Quad-Cities Investment Group
Iowa
$3K – – –
AIA
686
Alera Investment Advisors
Illinois
$3K +$3K +32 New
SWA
687
Sutton Wealth Advisors
Florida
$2.49K – – –
LWM
688
Lenox Wealth Management
Ohio
$2K -$96.2K -914 -98%
EFSCE
689
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.63K -25 -57%
OFW
690
Omnia Family Wealth
Florida
$2K – – –
TFS
691
TrustCore Financial Services
Tennessee
$2K – – –
VCM
692
Versant Capital Management
Arizona
$2K – – –
EIM
693
Essex Investment Management
Massachusetts
$2K – – –
GWMIA
694
Global Wealth Management Investment Advisory
Florida
$1K -$9.56K -86 -91%
LWM
695
Liberty Wealth Management
California
$1K – – –
WCM
696
WealthBridge Capital Management
Ohio
$1K – – –
TFO
697
Tarbox Family Office
California
$1K +$1K +13 New
MUAMU
698
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$518 – – –
GT
699
Glenmede Trust
Pennsylvania
$340 – – –
JCM
700
Junto Capital Management
New York
– -$36.4M -378,181 Closed
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