BR icon

Broadridge
BR

Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$10.5M -$11.6M -105,514 -53%
AIM
127
Assured Investment Management
New York
$10.2M +$8.26M +75,338 +417%
Citigroup
128
Citigroup
New York
$10.2M -$4.29M -39,142 -30%
Millennium Management
129
Millennium Management
New York
$10.1M +$10.1M +92,020 New
WRF
130
Waddell & Reed Financial
Kansas
$10.1M -$1.67M -15,270 -14%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$9.97M +$9.97M +90,854 New
BST
132
Bath Savings Trust
Maine
$9.83M -$299K -2,730 -3%
Lazard Asset Management
133
Lazard Asset Management
New York
$9.66M +$9.66M +88,053 New
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$9.57M -$171K -1,563 -2%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$9.51M -$17.9M -164,016 -65%
VMPIC
136
Varma Mutual Pension Insurance Co
Finland
$9.49M +$6.2M +56,510 +188%
BC
137
Brinker Capital
Pennsylvania
$9.35M +$1.36M +12,384 +17%
LWS
138
Lucia Wealth Services
California
$9.33M -$3.14M -28,636 -25%
MC
139
Middleton & Co
Massachusetts
$9.24M -$380K -3,460 -4%
USAA
140
United Services Automobile Association
Texas
$9.07M +$7.6M +69,276 +517%
WT
141
Washington Trust
Rhode Island
$9.03M -$217K -1,982 -2%
CG
142
Colony Group
Massachusetts
$8.83M -$970K -8,840 -10%
FRAF
143
Första AP-fonden
Sweden
$8.8M +$4.57M +41,700 +108%
BA
144
Boston Advisors
Massachusetts
$8.64M -$1.33M -12,169 -13%
TPSF
145
Texas Permanent School Fund
Texas
$8.47M -$171K -1,559 -2%
WBC
146
Westpac Banking Corp
Australia
$8.43M +$1.58M +14,400 +23%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$8.36M +$47.3K +431 +0.6%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$8.24M -$821K -7,488 -9%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$8.16M +$3.38M +30,817 +71%
AAM
150
Advisors Asset Management
Colorado
$8M +$1.46M +14,539 +22%
4 5
6
7 8