Broadridge
690 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 201 increasing their positions, 266 reducing their positions, and 69 closing their positions.
261% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $4.49M
0% more funds holding
Funds holding: 690 → 690 (0)
0% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 69
0.47% less ownership
Funds ownership: 88.13% → 87.66% (-0.47%)
11% less capital invested
Capital invested by funds: $14B → $12.5B (-$1.54B)
24% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 266
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$234M |
| 2 |
JCM
Junto Capital Management
New York
|
+$55.4M |
| 3 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$41.7M |
| 4 |
Fayez Sarofim & Co
Houston,
Texas
|
+$35.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$185M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$165M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
-$87.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$81.6M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$58.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
751
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$13K | -100 | Closed |
|
|
W
752
WealthStone
Columbus,
Ohio
| – | -$5.11K | -40 | Closed |
|
753
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -26 | Closed |
|
|
EWA
754
Evolution Wealth Advisors
Aventura,
Florida
| – | -$3K | -20 | Closed |
|
|
SFA
755
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$3K | -20 | Closed |
|
|
AWMS
756
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$2K | -19 | Closed |
|
|
TNBTD
757
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$5K | -10 | Closed |
|
|
GI
758
Gradient Investments
Arden Hills,
Minnesota
| – | +$386 | +3 | New |
|
BR Hedge Fund Activity: Q3 2019 in Review
690 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2019, worth a combined $12.5B — down 11% from $14B a quarter earlier.
Fund positioning in BR was balanced in Q3 2019: 69 funds opened new positions, 69 closed out, 201 added to existing stakes and 266 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $234M. The largest seller was VOYA Investment Management, cutting an estimated $185M.
- 690 institutional investors held Broadridge (BR) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $12.5B of Broadridge stock for Q3 2019, down 11% quarter-over-quarter.
- 69 funds opened new Broadridge positions in Q3 2019 and 69 closed out, a net change of 0 holders.
- The largest Broadridge buyer in Q3 2019 was Baillie Gifford & Co, an estimated $234M added.
- The largest Broadridge seller in Q3 2019 was VOYA Investment Management, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2019.