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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 %
NIT
776
NumerixS Investment Technologies
British Columbia, Canada
– -$161K -1,300 Closed
ACM
777
Allred Capital Management
Texas
– -$125K -1,014 Closed
EP
778
Eudaimonia Partners
Tennessee
– -$124K -1,006 Closed
FC
779
FORA Capital
Florida
– -$120K -972 Closed
CF
780
Centaurus Financial
California
– -$108K -875 Closed
SIC
781
Samalin Investment Counsel
New York
– -$101K -822 Closed
GDP
782
Great Diamond Partners
Maine
– -$74K -600 Closed
IUHSA
783
Itau Unibanco Holding S.A.
Brazil
– -$72K -583 Closed
Walleye Trading
784
Walleye Trading
New York
– -$55K -446 Closed
AP
785
Advisors Preferred
Maryland
– -$45K -363 Closed
GLI
786
Guardian Life Insurance
New York
– -$42K -338 Closed
SBL
787
Sargent Bickham Lagudis
Colorado
– -$31K -250 Closed
OSAM
788
O'Shaughnessy Asset Management
Connecticut
– -$21K -171 Closed
RMAM
789
Raab & Moskowitz Asset Management
New Jersey
– -$20K -165 Closed
HWM
790
Howard Wealth Management
Connecticut
– -$19K -155 Closed
RIA
791
Realta Investment Advisors
Delaware
– -$16K -128 Closed
GI
792
Gradient Investments
Minnesota
– -$12K -97 Closed
WAP
793
Wealthcare Advisory Partners
Pennsylvania
– -$10K -77 Closed
Marshall Wace
794
Marshall Wace
United Kingdom
– -$7K -56 Closed
EWA
795
Evolution Wealth Advisors
Florida
– -$3K -21 Closed
LWM
796
Lenox Wealth Management
Ohio
– -$2K -19 Closed
WCM
797
Wealthcare Capital Management
Virginia
– -$2K -17 Closed
PWP
798
Personal Wealth Partners
Minnesota
– -$1K -7 Closed
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