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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
+$358M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$87.9M
3
Invesco
Invesco
Georgia
+$73.1M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$41.9M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$23.4M

Top Sellers

1
JCM
Junto Capital Management
New York
-$69.4M
2
Wells Fargo
Wells Fargo
California
-$63.2M
3
CCP
Clarkston Capital Partners
Michigan
-$62.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$54.2M
5
AAM
AMI Asset Management
California
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
726
D.E. Shaw & Co
New York
– -$1.24M -13,041 Closed
PIA
727
Piedmont Investment Advisors
North Carolina
– -$1.15M -12,130 Closed
SGM
728
Skye Global Management
Florida
– -$948K -10,000 Closed
ECM
729
ExodusPoint Capital Management
New York
– -$924K -9,742 Closed
Lido Advisors
730
Lido Advisors
California
– -$887K -9,302 Closed
LOAMS
731
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$798K -8,415 Closed
YMRC
732
Yorktown Management & Research Company
Virginia
– -$588K -6,200 Closed
VI
733
Versor Investments
New York
– -$578K -6,100 Closed
Voloridge Investment Management
734
Voloridge Investment Management
Florida
– -$548K -5,784 Closed
LW
735
Linscomb Wealth
Texas
– -$539K -5,683 Closed
Qube Research & Technologies (QRT)
736
Qube Research & Technologies (QRT)
United Kingdom
– -$504K -5,310 Closed
SM
737
Sciencast Management
New Jersey
– -$486K -5,250 Closed
HF
738
HRT Financial
New York
– -$488K -5,147 Closed
QIM
739
Quantitative Investment Management
Virginia
– -$391K -4,124 Closed
PP
740
Paloma Partners
Connecticut
– -$382K -4,028 Closed
FPS
741
Fieldpoint Private Securities
Connecticut
– -$382K -4,021 Closed
WAM
742
Weiss Asset Management
Massachusetts
– -$378K -3,988 Closed
CAAS
743
Capital Asset Advisory Services
Michigan
– -$442K -3,876 Closed
JCM
744
JS Capital Management
New York
– -$284K -3,000 Closed
PPW
745
Parcion Private Wealth
Washington
– -$273K -2,874 Closed
JWCA
746
J.W. Cole Advisors
Florida
– -$222K -2,344 Closed
SEC
747
Seven Eight Capital
New York
– -$209K -2,200 Closed
AWA
748
Arete Wealth Advisors
Illinois
– -$206K -2,174 Closed
CG
749
Cutler Group
California
– -$199K -2,099 Closed
MERSOM
750
Municipal Employees' Retirement System of Michigan
Michigan
– -$155K -1,630 Closed
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