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Broadridge
BR

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 %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$18M +$48.6K +385 +0.3%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$17.9M -$2.48M -19,658 -12%
CCM
103
Copeland Capital Management
Pennsylvania
$17.8M +$264K +2,090 +2%
KBC Group
104
KBC Group
Belgium
$17.7M +$5.39M +42,686 +44%
Federated Hermes
105
Federated Hermes
Pennsylvania
$17.4M -$2.86M -22,629 -14%
DP
106
Dearborn Partners
Illinois
$17.2M -$614K -4,862 -3%
AG
107
Aperio Group
California
$16.1M -$522K -4,139 -3%
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$15.6M +$15.6M +123,900 New
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$15.6M +$5.89M +46,651 +61%
CAM
110
Congress Asset Management
Massachusetts
$15.4M -$23.9K -189 -0.2%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M -$357K -2,840 -2%
AR
112
Advisory Research
Illinois
$15.2M +$15.2M +120,445 New
NC
113
Nicholas Company
Wisconsin
$15.1M +$37.2K +295 +0.2%
Ameriprise
114
Ameriprise
Minnesota
$14.4M +$1.2M +9,494 +9%
UBS Group
115
UBS Group
Switzerland
$13.8M +$1.68M +13,320 +14%
HCM
116
Horan Capital Management
Maryland
$12.5M +$2.44M +19,297 +24%
Prudential Financial
117
Prudential Financial
New Jersey
$12.4M -$2.26M -17,929 -15%
MSV
118
MN Services Vermogensbeheer
Netherlands
$12.3M -$37.9K -300 -0.3%
BST
119
Bath Savings Trust
Maine
$12.2M +$6.69K +53 +0.1%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$11.7M -$4.17M -33,075 -26%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$11.7M -$639K -5,064 -5%
PI
122
PineBridge Investments
New York
$11.7M – – –
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$11.4M +$421K +3,302 +4%
WDA
124
Wendell David Associates
New Hampshire
$11.3M +$454K +3,600 +4%
CIA
125
Covington Investment Advisors
Pennsylvania
$11.2M +$5.1M +40,415 +83%
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