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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
751
Evercore Wealth Management
New York
– -$257K -2,079 Closed
AFG
752
Albion Financial Group
Utah
– -$251K -2,033 Closed
IFS
753
Ifrah Financial Services
Arkansas
– -$251K -2,030 Closed
ATC
754
Argent Trust Co
Tennessee
– -$247K -1,999 Closed
KeyBank National Association
755
KeyBank National Association
Ohio
– -$245K -1,987 Closed
DCM
756
Dupont Capital Management
Delaware
– -$244K -1,972 Closed
CT
757
Chicago Trust
Illinois
– -$241K -1,950 Closed
IWC
758
Integrated Wealth Concepts
Massachusetts
– -$237K -1,917 Closed
MME
759
Meag Munich Ergo
Germany
– -$235K -1,915 Closed
MF
760
Magnetar Financial
Illinois
– -$234K -1,894 Closed
CAN
761
Cetera Advisor Networks
California
– -$230K -1,868 Closed
OC
762
Oppenheimer & Co
New York
– -$226K -1,832 Closed
ONB
763
Old National Bancorp
Indiana
– -$225K -1,823 Closed
MIM
764
Marco Investment Management
Georgia
– -$222K -1,800 Closed
MFG
765
Magnus Financial Group
New York
– -$222K -1,798 Closed
PP
766
Parplus Partners
New York
– -$215K -1,738 Closed
CRC
767
Curi RMB Capital
Illinois
– -$210K -1,700 Closed
CS
768
Comerica Securities
Michigan
– -$210K -1,693 Closed
MC
769
Moors & Cabot
Massachusetts
– -$205K -1,670 Closed
OWD
770
Osborn Williams & Donohoe
Ohio
– -$204K -1,655 Closed
MAP
771
Moody Aldrich Partners
Massachusetts
– -$203K -1,647 Closed
AWP
772
Ascent Wealth Partners
New York
– -$203K -1,645 Closed
GH
773
GAM Holding
Switzerland
– -$201K -1,624 Closed
MCM
774
MAI Capital Management
Ohio
– -$200K -1,622 Closed
PAS
775
Park Avenue Securities
New York
– -$200K -1,621 Closed
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