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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 %
QT
751
Quantamental Technologies
New York
– -$79K -821 Closed
CA
752
Claro Advisors
Massachusetts
– -$107K -814 Closed
W
753
WealthOne
New York
– -$39K -400 Closed
MWA
754
Meridian Wealth Advisors
Texas
– -$30K -314 Closed
BCM
755
Brasada Capital Management
Texas
– -$25K -256 Closed
KCM
756
Karp Capital Management
California
– -$19K -200 Closed
LNB
757
Ledyard National Bank
– -$19K -200 Closed
ACA
758
Atlas Capital Advisors
Wyoming
– -$13.2K -137 Closed
DOA
759
D'Orazio & Associates
Virginia
– -$13K -133 Closed
MOS
760
MGO One Seven
Ohio
– -$10K -111 Closed
RWA
761
River Wealth Advisors
Pennsylvania
– -$10K -99 Closed
CTB
762
Country Trust Bank
Illinois
– -$10K -99 Closed
JA
763
JOYN Advisors
Georgia
– -$9K -95 Closed
PCA
764
Providence Capital Advisors
North Carolina
– -$8K -79 Closed
CWA
765
Clarus Wealth Advisors
Arizona
– -$7K -73 Closed
CCM
766
Cribstone Capital Management
Maine
– -$6K -65 Closed
NFG
767
Next Financial Group
Texas
– -$5K -50 Closed
FCA
768
FinTrust Capital Advisors
South Carolina
– -$3K -32 Closed
VNA
769
Valley National Advisers
Pennsylvania
– -$2K -20 Closed
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
– -$1.93K -20 Closed
WDL
771
Well Done LLC
Michigan
– -$2K -20 Closed
CC
772
Claybrook Capital
Massachusetts
– -$2K -20 Closed
HI
773
Hudock Inc
Pennsylvania
– -$1K -17 Closed
WANY
774
Wealthspire Advisors (New York)
New York
– -$1K -10 Closed
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