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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 %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$35.1M +$34.4M +331,972 +4,755%
APG Asset Management
52
APG Asset Management
Netherlands
$34.2M -$82.4M -892,800 -71%
Morgan Stanley
53
Morgan Stanley
New York
$33.1M +$3.14M +30,287 +10%
TCIM
54
TIAA CREF Investment Management
New York
$33.1M -$31.2M -300,438 -48%
AAM
55
AMI Asset Management
California
$32.9M +$5.51M +53,186 +20%
RJA
56
Raymond James & Associates
Florida
$32.5M +$1.01M +9,726 +3%
RG
57
Rathbones Group
United Kingdom
$31.7M +$48.2K +465 +0.2%
Millennium Management
58
Millennium Management
New York
$30.9M -$2.29M -22,130 -7%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$29.8M +$23.2M +223,524 +350%
Skandinaviska Enskilda Banken (SEB)
60
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.8M -$1.1M -10,612 -4%
PPA
61
Parametric Portfolio Associates
Washington
$29.1M +$2.12M +20,462 +8%
Diamond Hill Capital Management
62
Diamond Hill Capital Management
Ohio
$28.5M -$2.09M -20,181 -7%
Brown Advisory
63
Brown Advisory
Maryland
$28.4M +$382K +3,686 +1%
Lazard Asset Management
64
Lazard Asset Management
New York
$28M +$5.97M +57,570 +27%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$25.5M +$1.84M +17,705 +8%
Macquarie Group
66
Macquarie Group
Australia
$25.2M +$2.68M +25,875 +12%
SAM
67
Silvercrest Asset Management
New York
$24.5M +$5.14M +49,612 +27%
CS
68
Credit Suisse
Switzerland
$24.2M -$4.22M -40,685 -15%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$23.9M +$13.7M +132,461 +136%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$23.8M +$7.37M +71,039 +45%
GKIM
71
GW&K Investment Management
Massachusetts
$23.6M +$23.6M +228,002 New
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$23.6M +$10.3M +99,492 +78%
Federated Hermes
73
Federated Hermes
Pennsylvania
$22.2M -$1.9M -18,323 -8%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$22M -$12.6M -121,098 -36%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$21.6M -$10.7M -102,728 -33%
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