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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
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$385M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$129M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$75.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1M
5
BlackRock
BlackRock
New York
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$18.4M -$5.34M -41,845 -22%
FTIOP
102
Fiduciary Trust International of Pennsylvania
Pennsylvania
$18.2M +$658K +5,156 +4%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$17.5M +$413K +3,231 +2%
GIA
104
Gateway Investment Advisers
Ohio
$17M -$2.44M -19,094 -13%
OCM
105
Osterweis Capital Management
California
$16.7M -$445K -3,487 -3%
Loomis, Sayles & Company
106
Loomis, Sayles & Company
Massachusetts
$16.3M -$1.87M -14,673 -10%
DP
107
Dearborn Partners
Illinois
$16.1M +$880K +6,893 +6%
Luther King Capital Management (LKCM)
108
Luther King Capital Management (LKCM)
Texas
$15.7M +$82.2K +644 +0.5%
NC
109
Nicholas Company
Wisconsin
$15.3M -$31.3K -245 -0.2%
CAM
110
Congress Asset Management
Massachusetts
$14.6M +$133K +1,041 +0.9%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$14.4M +$166K +1,302 +1%
Prudential Financial
112
Prudential Financial
New Jersey
$14.4M -$310K -2,427 -2%
CCM
113
Copeland Capital Management
Pennsylvania
$14.3M +$1.82M +14,219 +15%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.8M -$1.25M -9,781 -8%
AG
115
Aperio Group
California
$13.8M +$1.19M +9,329 +9%
LWS
116
Lucia Wealth Services
California
$13.7M -$460K -3,603 -3%
SEI Investments
117
SEI Investments
Pennsylvania
$13.6M -$6.96M -54,413 -34%
SVC
118
Strycker View Capital
New York
$13.6M +$13.6M +106,211 New
Axa
119
Axa
France
$13M +$340K +2,661 +3%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$12.9M -$16.5M -129,403 -56%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$12.8M +$19.9K +155 +0.2%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M -$2.32M -18,187 -16%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$12.4M +$61.3K +480 +0.5%
BST
124
Bath Savings Trust
Maine
$12.1M +$364K +2,848 +3%
DIA
125
Dana Investment Advisors
Wisconsin
$12M -$1.19M -9,340 -9%
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