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Broadridge
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Overview Fund Activity

688 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
14.97%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
65
Increased
213
Reduced
278
Closed
71
Calls
$31.8M
Puts
$13.2M
Net Calls
+$18.6M
Net Calls Change
+$9.49M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$1.13B
2
Morgan Stanley
Morgan Stanley
New York
$426M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$152M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$225M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$96.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$899M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$206M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$175M
5
BlackRock
BlackRock
New York
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$49.2M +$18.2M +142,246 +59%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$47.5M +$1.32M +10,323 +3%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$47M +$2.45M +19,191 +6%
AAM
54
AMI Asset Management
California
$44.8M +$4.36M +34,156 +11%
ACA
55
Anchor Capital Advisors
Massachusetts
$44.6M -$132K -1,037 -0.3%
AAM
56
Ardevora Asset Management
United Kingdom
$40.9M -$3.7M -29,000 -8%
RJA
57
Raymond James & Associates
Florida
$40.9M +$897K +7,026 +2%
RG
58
Rathbones Group
United Kingdom
$39M -$8.3K -65 -0%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$38.8M +$37.1M +290,823 +2,254%
TCM
60
TimesSquare Capital Management
New York
$38.3M -$21.1M -165,500 -36%
MAM
61
Martingale Asset Management
Massachusetts
$38.2M -$12.5M -97,636 -25%
SAM
62
Southernsun Asset Management
Tennessee
$38.2M -$7.42M -58,118 -16%
BGCP
63
Bristol Gate Capital Partners
Ontario, Canada
$36.6M -$7.92M -62,034 -18%
PPA
64
Parametric Portfolio Associates
Washington
$35.6M -$202K -1,579 -0.6%
Skandinaviska Enskilda Banken (SEB)
65
Skandinaviska Enskilda Banken (SEB)
Sweden
$35M -$1.7M -13,302 -5%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$34.8M +$23.1M +181,200 +198%
Diamond Hill Capital Management
67
Diamond Hill Capital Management
Ohio
$34.2M -$938K -7,349 -3%
Brown Advisory
68
Brown Advisory
Maryland
$33.7M -$1.23M -9,667 -4%
CS
69
Credit Suisse
Switzerland
$32.9M +$3.02M +23,647 +10%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$32.8M +$3.3M +25,650 +11%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$31.5M -$12.8M -100,417 -29%
FAM
72
Fenimore Asset Management
New York
$30.9M +$6.42M +50,265 +26%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$30.9M -$588K -4,602 -2%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$30.5M +$15.5M +120,638 +103%
BFM
75
Boston Financial Management
Massachusetts
$29.9M +$9.29M +72,790 +45%
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