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Broadridge
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Overview Fund Activity

714 hedge funds and large institutions have $12.7B invested in Broadridge in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 261 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
14.68%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.31%
New
80
Increased
249
Reduced
261
Closed
56
Calls
$32.1M
Puts
$77.6M
Net Calls
-$45.5M
Net Calls Change
-$5.25M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$407M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$540M
3
Invesco
Invesco
Georgia
$155M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$85.9M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.7M

Top Sellers

1
JCM
Junto Capital Management
New York
$0
2
Wells Fargo
Wells Fargo
California
$175M
3
CCP
Clarkston Capital Partners
Michigan
$461K
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
5
AAM
AMI Asset Management
California
$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
76
Natixis Advisors
Massachusetts
$27.5M +$7.34M +58,194 +36%
PI
77
PGGM Investments
Netherlands
$27M +$8.06M +63,885 +43%
MGIM
78
M&G Investment Management
United Kingdom
$26.1M -$2.29M -18,188 -8%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$25.9M +$413K +3,270 +2%
SW
80
SVB Wealth
Massachusetts
$24.9M +$682K +5,402 +3%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$24.7M +$23.4M +185,749 +1,916%
Diamond Hill Capital Management
82
Diamond Hill Capital Management
Ohio
$24.2M -$881K -6,984 -4%
National Pension Service
83
National Pension Service
South Korea
$24.2M +$808K +6,401 +3%
SAM
84
Southernsun Asset Management
Tennessee
$23.9M -$4.08M -32,365 -15%
DLA
85
Douglas Lane & Associates
New York
$22.6M +$12.8M +101,738 +131%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$22M -$1.07M -8,453 -5%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$22M +$23.6K +187 +0.1%
Loomis, Sayles & Company
88
Loomis, Sayles & Company
Massachusetts
$21.4M +$1.65M +13,108 +8%
NAM
89
Nissay Asset Management
Japan
$20.4M -$1.71M -13,560 -8%
MFWM
90
Motley Fool Wealth Management
Virginia
$20.3M +$190K +1,508 +0.9%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$20.2M +$495K +3,921 +3%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$20.1M -$2.98M -23,646 -13%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$19.9M +$1.39K +11 +0%
KLWA
94
Kelly Lawrence W & Associates
California
$19.4M -$44.8K -355 -0.2%
LWS
95
Lucia Wealth Services
California
$19.4M +$2.27M +17,989 +13%
EVM
96
Eaton Vance Management
Massachusetts
$19M +$3.68M +29,171 +24%
Canada Life
97
Canada Life
Manitoba, Canada
$18.8M +$543K +4,313 +3%
Citigroup
98
Citigroup
New York
$18.7M +$8.13M +64,418 +77%
AQR Capital Management
99
AQR Capital Management
Connecticut
$18.7M -$5.74M -45,491 -24%
Parnassus Investments
100
Parnassus Investments
California
$18.2M +$18.2M +144,517 New
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