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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$179M
2
VNIM
Vaughan Nelson Investment Management
Texas
$52.5M
3
CVA
Ceredex Value Advisors
Florida
$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
$46.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$617M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$25.6M
2
Artisan Partners
Artisan Partners
Wisconsin
$0
3
Deutsche Bank
Deutsche Bank
Germany
$31.3M
4
Bessemer Group
Bessemer Group
New Jersey
$45K
5
BlackRock
BlackRock
New York
$941M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$21.7M -$3.89K -41 -0%
MGIM
77
M&G Investment Management
United Kingdom
$21.4M +$2.91M +30,682 +16%
SAM
78
Southernsun Asset Management
Tennessee
$21M -$818K -8,631 -4%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$20.8M +$9.13M +96,324 +79%
AAMU
80
Amundi Asset Management US
Massachusetts
$19.6M -$913K -40,047 -4%
HCM
81
Hilton Capital Management
New York
$19.5M -$192K -2,027 -1%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$19.2M -$482K -5,088 -2%
Diamond Hill Capital Management
83
Diamond Hill Capital Management
Ohio
$18.9M -$6.79M -71,605 -26%
AQR Capital Management
84
AQR Capital Management
Connecticut
$18.3M -$9.67M -102,025 -35%
SW
85
SVB Wealth
Massachusetts
$18.2M +$1.94M +20,504 +12%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$17.8M +$17.8M +181,854 +45,464%
National Pension Service
87
National Pension Service
South Korea
$17.6M – – –
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$17.4M +$48.2K +508 +0.3%
NAM
89
Nissay Asset Management
Japan
$16.6M +$6.98M +73,574 +72%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$16.5M -$89.5K -944 -0.5%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$15.3M -$8.65M -91,234 -36%
Federated Hermes
92
Federated Hermes
Pennsylvania
$15.2M -$739K -7,789 -5%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$15.2M +$11.8M +124,013 +346%
ESCM
94
Echo Street Capital Management
New York
$15.2M +$15.2M +159,839 New
MFWM
95
Motley Fool Wealth Management
Virginia
$15.1M -$190K -2,007 -1%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$15M -$1.29M -13,600 -8%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$14.8M +$67K +707 +0.5%
Loomis, Sayles & Company
98
Loomis, Sayles & Company
Massachusetts
$14.8M -$163K -1,721 -1%
FTIOP
99
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.6M -$293K -3,090 -2%
KLWA
100
Kelly Lawrence W & Associates
California
$14.6M -$1.37M -14,490 -9%
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