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Broadridge
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Overview Fund Activity

688 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
14.97%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
65
Increased
213
Reduced
278
Closed
71
Calls
$31.8M
Puts
$13.2M
Net Calls
+$18.6M
Net Calls Change
+$9.49M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$1.13B
2
Morgan Stanley
Morgan Stanley
New York
$426M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$152M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$225M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$96.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$899M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$206M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$175M
5
BlackRock
BlackRock
New York
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Silvercrest Asset Management
New York
$29.5M -$651K -5,102 -2%
GKIM
77
GW&K Investment Management
Massachusetts
$28.7M -$458K -3,584 -2%
A
78
AustralianSuper
Australia
$28.5M +$21.4M +167,547 +302%
KCM
79
Kornitzer Capital Management
Kansas
$28M +$5.73M +44,911 +26%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$25.8M +$5.23M +40,951 +25%
LWCFA
81
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.8M +$8.55M +66,970 +50%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$25.7M -$963K -7,546 -4%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$24.7M +$84.9K +665 +0.3%
Truist Financial
84
Truist Financial
North Carolina
$24.6M -$1.87M -14,678 -7%
HCM
85
Hilton Capital Management
New York
$24.4M +$408K +3,193 +2%
PP
86
Prudential plc
United Kingdom
$23.7M +$2.3M +17,947 +11%
Ninety One (UK)
87
Ninety One (UK)
United Kingdom
$23.6M +$19.1M +524,697 +424%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$23M -$3.02M -23,657 -12%
Canada Life
89
Canada Life
Manitoba, Canada
$22.4M -$2.85M -21,920 -11%
KLWA
90
Kelly Lawrence W & Associates
California
$21.7M -$211K -1,650 -1%
SW
91
SVB Wealth
Massachusetts
$21.6M -$513K -4,015 -2%
National Pension Service
92
National Pension Service
South Korea
$21M +$1.45M +11,367 +7%
Federated Hermes
93
Federated Hermes
Pennsylvania
$20.9M -$6.51M -51,003 -24%
MFWM
94
Motley Fool Wealth Management
Virginia
$20.9M -$250K -1,956 -1%
Citigroup
95
Citigroup
New York
$20.8M +$2.73M +21,377 +15%
Lazard Asset Management
96
Lazard Asset Management
New York
$20.3M -$14.2M -111,256 -41%
Man Group
97
Man Group
United Kingdom
$20.2M +$8.04M +62,945 +66%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$20.1M -$62.9K -493 -0.3%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$20M -$1.04M -8,180 -5%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$19.4M -$9.65M -75,585 -33%
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