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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
+$61.2M
2
VNIM
Vaughan Nelson Investment Management
Texas
+$52.5M
3
CVA
Ceredex Value Advisors
Florida
+$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$161M
2
Artisan Partners
Artisan Partners
Wisconsin
-$121M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
4
Bessemer Group
Bessemer Group
New Jersey
-$43M
5
BlackRock
BlackRock
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
101
PGGM Investments
Netherlands
$14.2M +$4.02M +42,380 +39%
Canada Life
102
Canada Life
Manitoba, Canada
$13.8M -$1.48M -15,477 -10%
Victory Capital Management
103
Victory Capital Management
Texas
$13.8M +$5.76M +60,700 +72%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$13.5M +$1.3M +13,731 +11%
DP
105
Dearborn Partners
Illinois
$13.4M +$105K +1,104 +0.8%
CCM
106
Copeland Capital Management
Pennsylvania
$13.2M -$1.66M -17,468 -11%
LWS
107
Lucia Wealth Services
California
$12.8M +$2.21M +23,255 +21%
PFMOSF
108
Philadelphia Financial Management of San Francisco
California
$12.6M +$12.6M +133,374 New
AG
109
Aperio Group
California
$12.5M +$1.62M +17,088 +15%
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$12M +$9.45M +99,673 +369%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$11.9M -$737K -7,776 -6%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M +$1.65M +17,421 +16%
CAM
113
Congress Asset Management
Massachusetts
$11.6M +$453K +4,778 +4%
SVC
114
Strycker View Capital
New York
$11.6M -$8.3M -87,481 -42%
EVM
115
Eaton Vance Management
Massachusetts
$11.5M +$3.35M +35,295 +41%
Two Sigma Investments
116
Two Sigma Investments
New York
$11.4M +$4.51M +47,605 +66%
NC
117
Nicholas Company
Wisconsin
$11.3M -$46K -485 -0.4%
Prudential Financial
118
Prudential Financial
New Jersey
$11M -$98.2K -1,036 -0.9%
Axa
119
Axa
France
$10.9M +$549K +5,792 +5%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$10.9M +$8.21M +86,567 +307%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$10.2M -$6.31M -66,500 -38%
Ameriprise
122
Ameriprise
Minnesota
$9.9M -$27.1M -286,058 -73%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$9.67M -$1.93M -20,132 -17%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$9.58M -$1.11M -11,571 -10%
MSV
125
MN Services Vermogensbeheer
Netherlands
$9.31M -$607K -6,400 -6%
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5
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