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Broadridge

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$11.6M +$3.02M +29,129 +35%
SIC
127
Schwartz Investment Counsel
Michigan
$11.5M +$7.26M +70,000 +172%
LWS
128
Lucia Wealth Services
California
$11.5M +$4.51M +43,526 +65%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$11.4M +$48.3K +410 +0.4%
PI
130
PineBridge Investments
New York
$10.9M +$2.54M +24,461 +30%
DIA
131
Dana Investment Advisors
Wisconsin
$10.7M -$3.63M -34,969 -25%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$10.4M -$1.01M -9,726 -9%
Axa
133
Axa
France
$10.3M +$392K +3,781 +4%
AG
134
Aperio Group
California
$10.2M -$308K -2,966 -3%
CCM
135
Copeland Capital Management
Pennsylvania
$10.1M -$847K -8,170 -8%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$10.1M +$356K +3,431 +4%
Fidelity International
137
Fidelity International
Bermuda
$10M -$706K -6,807 -7%
USAA
138
United Services Automobile Association
Texas
$10M -$1.72M -16,551 -15%
Man Group
139
Man Group
United Kingdom
$9.87M +$6.39M +61,644 +184%
BST
140
Bath Savings Trust
Maine
$9.5M +$916K +8,835 +11%
Adage Capital Partners
141
Adage Capital Partners
Massachusetts
$9.49M +$2.35M +22,700 +33%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$9.31M -$8.47M -81,700 -48%
RPI
143
Railway Pension Investments
United Kingdom
$9.31M -$5.36M -51,733 -37%
AAMU
144
Amundi Asset Management US
Massachusetts
$8.99M -$2.56M -24,663 -22%
AAM
145
Advisors Asset Management
Colorado
$8.9M -$316K -3,044 -3%
AAF
146
Andra AP-fonden
Sweden
$8.59M +$8.59M +82,800 New
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$8.57M +$8.57M +82,642 New
BC
148
Brinker Capital
Pennsylvania
$8.08M +$1.8M +17,313 +29%
NAM
149
Nissay Asset Management
Japan
$8.06M +$623K +6,007 +8%
WT
150
Washington Trust
Rhode Island
$7.99M -$78.3K -676 -1%