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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 %
AAM
726
Azzad Asset Management
Virginia
– -$614K -6,380 Closed
OAMU
727
Ostrum Asset Management US
New York
– -$542K -5,630 Closed
CC
728
Cipher Capital
New York
– -$536K -5,562 Closed
GW
729
GW & Wade
Massachusetts
– -$512K -5,317 Closed
WCM
730
Weld Capital Management
New York
– -$491K -5,106 Closed
LCM
731
Laurion Capital Management
New York
– -$416K -4,323 Closed
VIA
732
Vident Investment Advisory
Georgia
– -$413K -4,290 Closed
CA
733
Commerzbank Aktiengesellschaft
Germany
– -$399K -4,144 Closed
CCIA
734
Campbell & Co Investment Adviser
Maryland
– -$422K -3,957 Closed
MYLI
735
Meiji Yasuda Life Insurance
Japan
– -$368K -3,823 Closed
AR
736
Advisory Research
Illinois
– -$287K -2,980 Closed
HF
737
HRT Financial
New York
– -$266K -2,766 Closed
YMRC
738
Yorktown Management & Research Company
Virginia
– -$260K -2,700 Closed
BWCS
739
Beirne Wealth Consulting Services
Connecticut
– -$259K -2,677 Closed
QAM
740
Quantres Asset Management
Cayman Islands
– -$241K -2,500 Closed
DWM
741
Dakota Wealth Management
Florida
– -$326K -2,473 Closed
GCMG
742
Gyroscope Capital Management Group
Florida
– -$235K -2,442 Closed
PHAM
743
Palisades Hudson Asset Management
Florida
– -$226K -2,351 Closed
Cerity Partners
744
Cerity Partners
New York
– -$217K -2,253 Closed
CM
745
Castleark Management
Illinois
– -$213K -2,210 Closed
9WM
746
9258 Wealth Management
Ohio
– -$208K -2,164 Closed
LPWM
747
Lake Point Wealth Management
Texas
– -$193K -2,004 Closed
Korea Investment Corp
748
Korea Investment Corp
South Korea
– -$131K -1,366 Closed
HFM
749
Harvest Fund Management
China
– -$80K -832 Closed
MCM
750
McKinley Capital Management
Alaska
– -$80K -830 Closed
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