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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
676
Kore Private Wealth
New York
$3K -$90.2K -872 -97%
MRCM
677
M&R Capital Management
New Jersey
$3K – – –
ADL
678
Asset Dedication LLC
California
$3K – – –
TSW
679
Thompson Siegel & Walmsley
Virginia
$3K – – –
TFO
680
Tarbox Family Office
California
$3K +$1.74K +18 +138%
SWA
681
Sutton Wealth Advisors
Florida
$2.56K +$284 +3 +13%
TFS
682
TrustCore Financial Services
Tennessee
$2K – – –
QAM
683
QCI Asset Management
New York
$2K – – –
EIM
684
Essex Investment Management
Massachusetts
$2K – – –
VCM
685
Versant Capital Management
Arizona
$2K – – –
AP
686
Arlington Partners
Alabama
$2K +$2K +21 New
GFPC
687
Global Financial Private Capital
Florida
$1K -$733 -11 -42%
LWM
688
Liberty Wealth Management
California
$1K – – –
PW
689
Price Wealth
Texas
$1K +$1K +11 New
CCM
690
Cox Capital Management
Massachusetts
$1K +$1K +12 New
EW
691
Evoke Wealth
California
$950 -$95 -1 -9%
TI
692
tru Independence
Oregon
$123 – – –
Artisan Partners
693
Artisan Partners
Wisconsin
– -$121M -983,414 Closed
Renaissance Technologies
694
Renaissance Technologies
New York
– -$15.9M -128,500 Closed
OCM
695
Osterweis Capital Management
California
– -$15.6M -126,148 Closed
GIA
696
Gateway Investment Advisers
Ohio
– -$11.8M -95,530 Closed
Alyeska Investment Group
697
Alyeska Investment Group
Illinois
– -$10.4M -84,203 Closed
GAM
698
Gotham Asset Management
New York
– -$8.48M -68,658 Closed
MCM
699
Marsico Capital Management
Colorado
– -$4.86M -39,343 Closed
Hudson Bay Capital Management
700
Hudson Bay Capital Management
Connecticut
– -$3.71M -30,000 Closed
26 27
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