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Broadridge
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Overview Fund Activity

708 hedge funds and large institutions have $9.32B invested in Broadridge in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 277 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
-16
Holders Change %
-2.21%
% of All Funds
15.8%
Holding in Top 10
4
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-66.67%
% of All Funds
0.09%
New
94
Increased
209
Reduced
277
Closed
102
Calls
$17.1M
Puts
$13.1M
Net Calls
+$3.98M
Net Calls Change
-$13.1M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$149M
2
Citadel Advisors
Citadel Advisors
Florida
$113M
3
Artisan Partners
Artisan Partners
Wisconsin
$79.4M
4
Deutsche Bank
Deutsche Bank
Germany
$145M
5
Bessemer Group
Bessemer Group
New Jersey
$43.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$27.8M
2
Invesco
Invesco
Georgia
$93.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.15M
4
BlackRock
BlackRock
New York
$926M
5
Wells Fargo
Wells Fargo
California
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
76
MUFG Securities EMEA
United Kingdom
$18.8M +$15M +155,846 +398%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$18.5M +$736K +7,651 +4%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$18.2M -$18.4M -191,588 -50%
SAM
79
Silvercrest Asset Management
New York
$18M -$16.1M -167,161 -47%
First Trust Advisors
80
First Trust Advisors
Illinois
$17.1M -$9.76M -101,391 -36%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$16.8M -$4.22M -43,805 -20%
KCM
82
Kornitzer Capital Management
Kansas
$16.7M +$1.93M +20,065 +13%
KLWA
83
Kelly Lawrence W & Associates
California
$16.5M -$489K -5,077 -3%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$16.5M +$1.47M +15,300 +10%
TA
85
Teachers Advisors
New York
$16.3M -$498K -5,178 -3%
SW
86
SVB Wealth
Massachusetts
$16.2M +$2.99M +31,033 +23%
SOMRS
87
State of Michigan Retirement System
Michigan
$15.8M +$11.2M +116,150 +243%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$15.8M -$5.86M -60,865 -27%
Barclays
89
Barclays
United Kingdom
$15.4M +$614K +6,384 +4%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$15.4M +$23.9K +248 +0.2%
Two Sigma Investments
91
Two Sigma Investments
New York
$15.3M +$2.52M +26,140 +20%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$15.3M -$31.8M -330,602 -68%
BFM
93
Boston Financial Management
Massachusetts
$15.2M +$1.74M +18,070 +13%
PI
94
Putnam Investments
Massachusetts
$15.1M +$4.92M +51,101 +48%
GIA
95
Gateway Investment Advisers
Ohio
$15M +$260K +2,700 +2%
NIPH
96
NN Investment Partners Holdings
Netherlands
$14.9M +$13.5M +140,485 +1,017%
National Pension Service
97
National Pension Service
South Korea
$14.6M +$654K +6,572 +5%
RPI
98
Railway Pension Investments
United Kingdom
$13.6M +$13.6M +141,521 New
MFWM
99
Motley Fool Wealth Management
Virginia
$13.4M -$1.62M -16,833 -11%
DIA
100
Dana Investment Advisors
Wisconsin
$13.3M -$1.02M -10,621 -7%
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