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Broadridge
BR

Overview Fund Activity

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
–
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$463M
2
JCM
Junto Capital Management
New York
$53.5M
3
JIM
Jensen Investment Management
Oregon
$186M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$72.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$35.8M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$21.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$59.5M
3
UIM
USS Investment Management
United Kingdom
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$69.3M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
76
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.2M +$1.06M +8,542 +4%
CS
77
Credit Suisse
Switzerland
$26.1M -$5.87M -47,190 -18%
HCM
78
Hilton Capital Management
New York
$25.2M +$1.41M +11,328 +6%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$25M -$167K -1,341 -0.7%
SVC
80
Strycker View Capital
New York
$24.9M +$11.6M +93,513 +88%
Ninety One (UK)
81
Ninety One (UK)
United Kingdom
$24.6M -$56.1M -450,826 -70%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$24M -$88K -707 -0.4%
SAM
83
Silvercrest Asset Management
New York
$23.5M -$5.26M -42,281 -18%
PP
84
Prudential plc
United Kingdom
$22.8M -$168K -1,355 -0.7%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$22.3M -$151K -1,215 -0.7%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$21.9M -$3.14M -25,235 -13%
National Pension Service
87
National Pension Service
South Korea
$21.6M +$1.12M +8,966 +5%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$21.5M -$179M -1,440,445 -89%
SW
89
SVB Wealth
Massachusetts
$21.2M +$194K +1,556 +0.9%
Loomis, Sayles & Company
90
Loomis, Sayles & Company
Massachusetts
$21.2M +$5.26M +42,293 +33%
KLWA
91
Kelly Lawrence W & Associates
California
$21.2M +$48.5K +390 +0.2%
Truist Financial
92
Truist Financial
North Carolina
$20.8M -$3.17M -25,501 -13%
Federated Hermes
93
Federated Hermes
Pennsylvania
$20.6M +$277K +2,223 +1%
UBS Group
94
UBS Group
Switzerland
$20.6M +$2.65M +21,271 +15%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$20.3M +$9.25M +74,377 +83%
MFWM
96
Motley Fool Wealth Management
Virginia
$20.3M -$75.7K -608 -0.4%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$19.7M +$193K +1,551 +1%
Canada Life
98
Canada Life
Manitoba, Canada
$19.4M -$2.08M -16,715 -10%
A
99
AustralianSuper
Australia
$19.2M -$8.53M -68,584 -31%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$17.9M -$1.04M -8,375 -6%
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4
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