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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 %
MUAMU
701
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$3.34M -27,000 Closed
Adage Capital Partners
702
Adage Capital Partners
Massachusetts
– -$2.98M -24,100 Closed
TEE
703
Tibra Equities Europe
United Kingdom
– -$2.26M -18,300 Closed
LCM
704
Laurion Capital Management
New York
– -$2.1M -17,025 Closed
FDS
705
Freedom Day Solutions
Texas
– -$2.03M -16,453 Closed
SRAM
706
Stone Ridge Asset Management
New York
– -$1.91M -15,419 Closed
KWILP
707
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.71M -13,868 Closed
CC
708
Cipher Capital
New York
– -$1.68M -13,598 Closed
DWM
709
Dakota Wealth Management
Florida
– -$1.57M -12,689 Closed
JG
710
Jefferies Group
New York
– -$1.4M -11,320 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
711
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.39M -11,277 Closed
TAF
712
Tredje AP-fonden
Sweden
– -$1.36M -10,991 Closed
MYAM
713
Meiji Yasuda Asset Management
Japan
– -$1.32M -10,675 Closed
CIBC Private Wealth Group
714
CIBC Private Wealth Group
Georgia
– -$1.3M -10,510 Closed
AFA
715
Abacus FCF Advisors
Florida
– -$1.18M -9,539 Closed
MC
716
Machina Capital
France
– -$1.1M -8,879 Closed
CP
717
Cumberland Partners
Ontario, Canada
– -$1.03M -8,325 Closed
Wolverine Trading
718
Wolverine Trading
Illinois
– -$1.02M -8,280 Closed
SBIA
719
Sheaff Brock Investment Advisors
Indiana
– -$998K -8,078 Closed
AAS
720
Avantax Advisory Services
Texas
– -$980K -7,926 Closed
IG
721
ING Group
Netherlands
– -$972K -7,864 Closed
RIM
722
Redwood Investment Management
Arizona
– -$912K -7,384 Closed
SIM
723
Sentry Investment Management
Wisconsin
– -$845K -6,837 Closed
CANY
724
Caxton Associates (New York)
New York
– -$804K -6,510 Closed
OI
725
Oakbrook Investments
Illinois
– -$756K -6,123 Closed
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