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Broadridge
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Overview Fund Activity

724 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, 290 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
+45
Holders Change %
+6.63%
% of All Funds
16.58%
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
290
Closed
38
Calls
$37.1M
Puts
$20M
Net Calls
+$17.1M
Net Calls Change
+$12M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$263M
2
Invesco
Invesco
Georgia
$259M
3
Renaissance Technologies
Renaissance Technologies
New York
$69.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.9M
5
Wells Fargo
Wells Fargo
California
$257M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$262M
2
Brown Advisory
Brown Advisory
Maryland
$34.2M
3
ACM
Atlanta Capital Management
Georgia
$279M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$69M
5
FMI
Fiduciary Management Inc
Wisconsin
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
76
Lazard Asset Management
New York
$27.8M -$521K -3,952 -2%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M -$333K -2,523 -1%
Nuveen Asset Management
78
Nuveen Asset Management
Illinois
$26.5M +$4.08M +30,927 +18%
Fidelity International
79
Fidelity International
Bermuda
$26.5M -$2.72M -20,597 -9%
Federated Hermes
80
Federated Hermes
Pennsylvania
$24.3M +$24M +181,863 +7,435%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$24.3M -$347K -2,628 -1%
O
82
OppenheimerFunds
New York
$23.9M +$4.64M +35,148 +24%
KLWA
83
Kelly Lawrence W & Associates
California
$23.3M -$192K -1,455 -0.8%
CWM
84
CIBC World Markets
New York
$23.1M +$20.3M +153,644 +720%
TA
85
Teachers Advisors
New York
$23M -$54.5K -413 -0.2%
Citadel Advisors
86
Citadel Advisors
Florida
$22M -$14.1M -106,514 -39%
SAM
87
Sawgrass Asset Management
Florida
$21.8M -$18.7M -141,347 -46%
JAM
88
Jupiter Asset Management
United Kingdom
$21.7M -$2.98M -22,563 -12%
TCM
89
TimesSquare Capital Management
New York
$21.1M -$17.2M -130,416 -45%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$21.1M +$317K +2,401 +2%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$21M -$392K -2,971 -2%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$20.6M +$20.6M +156,200 New
MFWM
93
Motley Fool Wealth Management
Virginia
$20.6M -$224K -1,701 -1%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.3M +$11.1M +83,900 +119%
Barclays
95
Barclays
United Kingdom
$20.3M -$16.9M -127,921 -45%
GIA
96
Gateway Investment Advisers
Ohio
$20.3M +$23.6K +179 +0.1%
KCM
97
Kornitzer Capital Management
Kansas
$20.2M +$16.2M +122,740 +403%
DIA
98
Dana Investment Advisors
Wisconsin
$19.6M -$18.8M -142,728 -49%
Canada Life
99
Canada Life
Manitoba, Canada
$19M -$1.17M -8,871 -6%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$18.9M -$17.9M -135,510 -49%
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4
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