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Broadridge
BR

726 hedge funds and large institutions have $13B invested in Broadridge in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 209 increasing their positions, 292 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 38

86% more call options, than puts

Call options by funds: $37.1M | Put options by funds: $20M

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.5B)

7% more funds holding

Funds holding: 681 → 726 (+45)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.01% less ownership

Funds ownership: 84.93% → 84.92% (-0.01%)

28% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 292

Holders
726
Holders Change
+45
Holders Change %
+6.61%
% of All Funds
16.6%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
89
Increased
209
Reduced
292
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
2
Invesco
Invesco
Georgia
+$84.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$66.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$60M
5
Wells Fargo
Wells Fargo
California
+$60M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$76M
2
Brown Advisory
Brown Advisory
Maryland
-$73.9M
3
ACM
Atlanta Capital Management
Georgia
-$57.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$57.6M
5
FMI
Fiduciary Management Inc
Wisconsin
-$48.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
– -$201K -1,743 Closed
STA
752
Summit Trail Advisors
New York
– -$135K -1,165 Closed
Bessemer Group
753
Bessemer Group
New Jersey
– -$62K -541 Closed
RWP
754
RWA Wealth Partners
Massachusetts
– -$61K -526 Closed
IWP
755
Icon Wealth Partners
Texas
– -$51K -441 Closed
AWM
756
AllSquare Wealth Management
New York
– -$35.8K -282 Closed
HR
757
Howe & Rusling
New York
– -$23K -200 Closed
GBBWRPM
758
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$12K -105 Closed
CIBC Private Wealth Group
759
CIBC Private Wealth Group
Georgia
– -$10K -85 Closed
CA
760
Crewe Advisors
Utah
– -$9K -75 Closed
CCM
761
Covington Capital Management
California
– -$3K -26 Closed
MCM
762
Mainstay Capital Management
Michigan
– -$3K -25 Closed
FIA
763
FNY Investment Advisers
New York
– -$1K -12 Closed
BCA
764
Bay Colony Advisors
Massachusetts
– -$1K -7 Closed
27 28 29 30
31

BR Hedge Fund Activity: Q3 2018 in Review

726 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2018, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BR positions and 38 closed out — a net gain of 51 holders — while 209 added to existing stakes and 292 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $76M.

  • 726 institutional investors held Broadridge (BR) as of Q3 2018, up from 681 in Q2 2018.
  • Funds reported $13B of Broadridge stock for Q3 2018, up 13% quarter-over-quarter.
  • 89 funds opened new Broadridge positions in Q3 2018 and 38 closed out, a net change of +51 holders.
  • The largest Broadridge buyer in Q3 2018 was AQR Capital Management, an estimated $105M added.
  • The largest Broadridge seller in Q3 2018 was Morgan Stanley, an estimated $76M sold.

Based on aggregated 13F filings for Q3 2018.