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Broadridge
BR

Overview Fund Activity

714 hedge funds and large institutions have $12.7B invested in Broadridge in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
14.68%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
80
Increased
249
Reduced
261
Closed
56
Calls
$32.1M
Puts
$77.6M
Net Calls
-$45.5M
Net Calls Change
-$5.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$407M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$540M
3
Invesco
Invesco
Georgia
$155M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$85.9M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.7M

Top Sellers

1
JCM
Junto Capital Management
New York
$0
2
Wells Fargo
Wells Fargo
California
$175M
3
CCP
Clarkston Capital Partners
Michigan
$461K
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
5
AAM
AMI Asset Management
California
$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
51
Rathbones Group
United Kingdom
$45.5M +$6.96M +55,166 +18%
Principal Financial Group
52
Principal Financial Group
Iowa
$44.9M +$956K +7,579 +2%
Brown Advisory
53
Brown Advisory
Maryland
$44.3M +$1.28M +10,149 +3%
ECM
54
Ensemble Capital Management
California
$42.6M -$25.3M -200,698 -37%
Goldman Sachs
55
Goldman Sachs
New York
$42M -$12.4M -98,410 -23%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$41.8M -$7.44M -58,981 -15%
Allianz Asset Management
57
Allianz Asset Management
Germany
$41.3M -$1.75M -13,844 -4%
GCM
58
Geneva Capital Management
Wisconsin
$41.1M -$206K -1,633 -0.5%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$41M +$4.49M +35,545 +12%
GKIM
60
GW&K Investment Management
Massachusetts
$39.2M -$413K -3,272 -1%
Victory Capital Management
61
Victory Capital Management
Texas
$38.5M +$20.1M +159,628 +110%
CS
62
Credit Suisse
Switzerland
$38.1M +$1.41M +11,176 +4%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$35.6M -$8.88M -70,398 -20%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$35.3M -$22.3M -176,753 -39%
LCOV
65
London Company of Virginia
Virginia
$34.7M +$480K +3,803 +1%
Morgan Stanley
66
Morgan Stanley
New York
$34.6M +$529K +4,192 +2%
Deutsche Bank
67
Deutsche Bank
Germany
$33.8M -$7.84M -62,102 -19%
Fidelity International
68
Fidelity International
Bermuda
$33.2M -$4.17M -33,064 -11%
TCM
69
TimesSquare Capital Management
New York
$31.1M -$12.8M -101,500 -29%
SM
70
Sunriver Management
Connecticut
$30.9M -$18.7M -148,418 -38%
A
71
AustralianSuper
Australia
$30.5M +$1.19M +9,416 +4%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$29.3M +$1.69M +13,423 +6%
RJA
73
Raymond James & Associates
Florida
$29.3M -$9.07M -71,871 -24%
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.2M +$21.6K +171 +0.1%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$29.1M +$215K +1,704 +0.7%
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