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Broadridge
BR

Overview Fund Activity

700 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, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
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
262
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
+$122M
2
JIM
Jensen Investment Management
Oregon
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$68.6M
4
TPI
Tesco Pension Investment
United Kingdom
+$64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$105M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$101M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.4M
4
CWM
CIBC World Markets
New York
-$42.1M
5
JCM
Junto Capital Management
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gateway Investment Advisers
Ohio
$15.8M -$408K -3,932 -3%
Squarepoint
102
Squarepoint
New York
$15.2M +$2.13M +20,536 +16%
N
103
Natixis
France
$15M +$5.22M +50,792 +53%
Loomis, Sayles & Company
104
Loomis, Sayles & Company
Massachusetts
$14.8M +$2.45M +23,587 +20%
Citigroup
105
Citigroup
New York
$14.7M +$3.15M +30,413 +27%
FTIOP
106
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.2M +$927K +8,943 +7%
Ameriprise
107
Ameriprise
Minnesota
$14.1M -$20.4M -196,350 -59%
OCM
108
Oribel Capital Management
New York
$14.1M +$14.1M +136,000 New
LWCFA
109
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14M +$11.9M +115,109 +586%
OCM
110
Osterweis Capital Management
California
$14M +$14M +134,550 New
Aberdeen Group
111
Aberdeen Group
United Kingdom
$13.8M +$1.58M +15,276 +13%
O
112
OppenheimerFunds
New York
$13.6M -$13M -124,936 -49%
ACI
113
AMP Capital Investors
Australia
$13.5M -$271K -2,635 -2%
ESCM
114
Echo Street Capital Management
New York
$12.9M +$12.9M +124,592 New
Ninety One (UK)
115
Ninety One (UK)
United Kingdom
$12.8M +$12.8M +123,810 New
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$12.7M +$2.46M +23,727 +24%
NC
117
Nicholas Company
Wisconsin
$12.4M +$1.07M +10,330 +9%
DP
118
Dearborn Partners
Illinois
$12.3M +$542K +5,231 +5%
Nuveen Asset Management
119
Nuveen Asset Management
Illinois
$12.2M -$13.1M -125,931 -52%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.2M -$311K -3,001 -2%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M -$370K -3,565 -3%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$12M -$1.76M -17,184 -13%
Prudential Financial
123
Prudential Financial
New Jersey
$11.9M -$2.2M -21,237 -16%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$11.9M +$2.99M +28,810 +33%
CAM
125
Congress Asset Management
Massachusetts
$11.7M +$1.16M +11,205 +11%
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5
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