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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 %
MSE
701
MUFG Securities EMEA
United Kingdom
– -$18.8M -195,000 Closed
SAM
702
Sawgrass Asset Management
Florida
– -$8.77M -91,088 Closed
VMPIC
703
Varma Mutual Pension Insurance Co
Finland
– -$8.33M -86,510 Closed
Voloridge Investment Management
704
Voloridge Investment Management
Florida
– -$5.08M -52,797 Closed
QIM
705
Quantitative Investment Management
Virginia
– -$4.66M -48,400 Closed
AIM
706
Assured Investment Management
New York
– -$3.98M -41,325 Closed
CCA
707
Catalyst Capital Advisors
New York
– -$3.48M -36,117 Closed
BCM
708
BlueCrest Capital Management
Jersey
– -$3.33M -34,563 Closed
GAM
709
Gotham Asset Management
New York
– -$2.9M -30,115 Closed
Wellington Management Group
710
Wellington Management Group
Massachusetts
– -$2.56M -26,540 Closed
HIC
711
Hartline Investment Corp
Illinois
– -$2.5M -25,930 Closed
UH
712
Unigestion Holding
Switzerland
– -$2.07M -21,499 Closed
OCM
713
Orser Capital Management
Texas
– -$1.88M -15,840 Closed
SAM
714
Strategy Asset Managers
California
– -$1.4M -14,536 Closed
CAM
715
ClariVest Asset Management
California
– -$1.36M -14,100 Closed
B
716
BP
United Kingdom
– -$1.35M -14,000 Closed
Wealth Enhancement Advisory Services
717
Wealth Enhancement Advisory Services
Minnesota
– -$1.3M -12,864 Closed
CIC
718
Chase Investment Counsel
Virginia
– -$988K -10,271 Closed
SM
719
Sciencast Management
New Jersey
– -$998K -9,900 Closed
LBD
720
Landsberg Bennett & Dubbaneh
Florida
– -$908K -9,435 Closed
TCM
721
Twin Capital Management
Pennsylvania
– -$868K -9,020 Closed
BCM
722
Bayesian Capital Management
New York
– -$863K -8,962 Closed
JG
723
Jefferies Group
New York
– -$754K -7,834 Closed
RBA
724
Richard Bernstein Advisors
New York
– -$680K -7,060 Closed
LWM
725
Lyons Wealth Management
Florida
– -$641K -6,651 Closed
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