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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 %
SM
51
Sunriver Management
Connecticut
$37.3M +$18.2M +191,640 +95%
FAM
52
Fenimore Asset Management
New York
$37.1M +$11.2M +117,747 +43%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$37.1M +$1.06M +11,183 +3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$37M -$96.3K -1,015 -0.3%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$34.7M -$26.1M -264,352 -43%
BFM
56
Boston Financial Management
Massachusetts
$34M +$11.4M +120,073 +50%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$33.1M +$301K +3,176 +0.9%
Principal Financial Group
58
Principal Financial Group
Iowa
$33M -$8.73M -92,016 -21%
TCM
59
TimesSquare Capital Management
New York
$33M -$12.4M -131,000 -27%
APG Asset Management
60
APG Asset Management
Netherlands
$32.6M +$20.7M +218,275 +175%
PPA
61
Parametric Portfolio Associates
Washington
$32.5M +$4.48M +47,275 +16%
Allianz Asset Management
62
Allianz Asset Management
Germany
$32.4M +$24.2M +254,881 +294%
Brown Advisory
63
Brown Advisory
Maryland
$32.3M +$602K +6,352 +2%
Deutsche Bank
64
Deutsche Bank
Germany
$31.3M -$52.6M -554,701 -63%
GCM
65
Geneva Capital Management
Wisconsin
$31.1M +$31.1M +327,644 New
GKIM
66
GW&K Investment Management
Massachusetts
$29.8M +$8.54M +90,080 +40%
RG
67
Rathbones Group
United Kingdom
$29M – – –
RJA
68
Raymond James & Associates
Florida
$28.8M -$2.74M -28,873 -9%
Fidelity International
69
Fidelity International
Bermuda
$28.1M +$13.1M +137,684 +87%
CS
70
Credit Suisse
Switzerland
$27.6M +$2.77M +29,162 +11%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$27.4M +$8.71M +91,891 +47%
LCOV
72
London Company of Virginia
Virginia
$25.7M +$25.7M +271,451 New
Morgan Stanley
73
Morgan Stanley
New York
$25.6M -$161M -1,694,739 -86%
A
74
AustralianSuper
Australia
$22.1M +$3.74M +39,444 +20%
LWCFA
75
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M -$375K -3,959 -2%
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