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Broadridge
BR

701 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $17.5M

15% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 228

10% more capital invested

Capital invested by funds: $9.32B → $10.2B (+$890M)

1.88% more ownership

Funds ownership: 83.51% → 85.39% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 76

1% less funds holding

Funds holding: 709 → 701 (-8)

Holders
701
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
263
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$118M
2
JIM
Jensen Investment Management
Oregon
+$83.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.3M
4
TPI
Tesco Pension Investment
United Kingdom
+$61.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$102M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$97.8M
3
APG Asset Management
APG Asset Management
Netherlands
-$89.6M
4
CWM
CIBC World Markets
New York
-$40.7M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$21.5M -$1.96M -19,546 -9%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$21.1M -$869K -8,667 -4%
Canada Life
78
Canada Life
Manitoba, Canada
$20.1M +$7.89M +78,610 +68%
Connor, Clark & Lunn Investment Management (CC&L)
79
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20M -$6.01M -59,950 -24%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$20M +$81.6K +813 +0.4%
FAM
81
Fenimore Asset Management
New York
$19.9M +$6.09M +60,746 +46%
HCM
82
Hilton Capital Management
New York
$19.5M +$5.96M +59,366 +46%
UBS Group
83
UBS Group
Switzerland
$19.3M +$10M +100,012 +116%
WRF
84
Waddell & Reed Financial
Kansas
$19.1M +$5.21M +51,906 +39%
TA
85
Teachers Advisors
New York
$18.5M +$919K +9,157 +5%
WMSA
86
Weiss Multi-Strategy Advisers
New York
$18.2M +$17.6M +175,500 New
KCM
87
Kornitzer Capital Management
Kansas
$18M +$76.7K +765 +0.4%
SW
88
SVB Wealth
Massachusetts
$17.9M +$513K +5,115 +3%
KLWA
89
Kelly Lawrence W & Associates
California
$17.8M -$32.6K -325 -0.2%
PP
90
Prudential plc
United Kingdom
$17.3M +$16.4M +163,008 +3,811%
Citadel Advisors
91
Citadel Advisors
Florida
$17.2M -$102M -1,012,125 -86%
MFWM
92
Motley Fool Wealth Management
Virginia
$17.2M +$2.66M +26,470 +19%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$17.1M +$90.3K +900 +0.5%
SOMRS
94
State of Michigan Retirement System
Michigan
$17M -$10K -100 -0.1%
BFM
95
Boston Financial Management
Massachusetts
$16.7M +$345K +3,442 +2%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$16.7M -$1.32M -13,168 -8%
SEI Investments
97
SEI Investments
Pennsylvania
$16.7M +$6.48M +64,599 +67%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$16.3M -$201K -1,999 -1%
PI
99
Putnam Investments
Massachusetts
$15.9M -$440K -4,382 -3%
National Pension Service
100
National Pension Service
South Korea
$15.9M +$633K +6,306 +4%
2 3
4
5 6

BR Hedge Fund Activity: Q1 2019 in Review

701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2019, worth a combined $10.2B — up 9.6% from $9.32B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of BR and 75 opened new positions — a net loss of 1 holder — while 228 trimmed existing stakes and 263 added.

The largest buyer was Janus Henderson Group, adding an estimated $118M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 701 institutional investors held Broadridge (BR) as of Q1 2019, down from 709 in Q4 2018.
  • Funds reported $10.2B of Broadridge stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 75 funds opened new Broadridge positions in Q1 2019 and 76 closed out, a net change of -1 holder.
  • The largest Broadridge buyer in Q1 2019 was Janus Henderson Group, an estimated $118M added.
  • The largest Broadridge seller in Q1 2019 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2019.