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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
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$385M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$129M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$75.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1M
5
BlackRock
BlackRock
New York
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
726
Gideon Capital Advisors
New York
– -$259K -2,499 Closed
PAS
727
Park Avenue Securities
New York
– -$254K -2,419 Closed
PCM
728
Prelude Capital Management
New York
– -$235K -2,264 Closed
FIA
729
FNY Investment Advisers
New York
– -$186K -1,800 Closed
ARMC
730
American Research & Management Company
Massachusetts
– -$167K -1,608 Closed
CG
731
Cutler Group
California
– -$155K -1,499 Closed
Walleye Trading
732
Walleye Trading
New York
– -$151K -1,458 Closed
WAM
733
Wealthspire Advisors (Maryland)
Maryland
– -$146K -1,407 Closed
RFC
734
Regions Financial Corp
Alabama
– -$144K -1,388 Closed
IUHSA
735
Itau Unibanco Holding S.A.
Brazil
– -$116K -1,217 Closed
HIIFS
736
Harel Insurance Investments & Financial Services
Israel
– -$124K -1,200 Closed
LFA
737
Legacy Financial Advisors
Kentucky
– -$40K -388 Closed
IWP
738
Icon Wealth Partners
Texas
– -$39K -373 Closed
FC
739
Ferris Capital
Massachusetts
– -$36K -352 Closed
MSA
740
Marino Stram & Associates
Massachusetts
– -$36K -348 Closed
PWM
741
PRW Wealth Management
Massachusetts
– -$33K -313 Closed
CAM
742
Cresset Asset Management
Illinois
– -$31K -294 Closed
ESB
743
Essex Savings Bank
Connecticut
– -$18K -170 Closed
MNBTD
744
Moody National Bank Trust Division
Texas
– -$17K -168 Closed
SPL
745
Smart Portfolios LLC
Washington
– -$11K -104 Closed
BAM
746
Bruderman Asset Management
New York
– -$10K -100 Closed
WTB
747
Washington Trust Bank
Washington
– -$10K -100 Closed
AA
748
Advisory Alpha
Michigan
– -$7.61K -65 Closed
MFW
749
Mosaic Family Wealth
Missouri
– -$7K -65 Closed
KPW
750
Kore Private Wealth
New York
– -$6K -58 Closed
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