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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 %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$10.9M -$1.68M -13,301 -13%
FNBOO
127
First National Bank of Omaha
Nebraska
$10.8M -$44.7K -354 -0.4%
Axa
128
Axa
France
$10.6M -$3.94M -31,188 -27%
MAM
129
Martingale Asset Management
Massachusetts
$10.5M -$846K -6,706 -7%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$10.4M -$2.38M -18,883 -19%
MC
131
Middleton & Co
Massachusetts
$10.1M -$328K -2,597 -3%
UONDDL
132
University of Notre Dame du Lac
Indiana
$9.95M +$9.95M +78,868 New
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$9.82M -$1.19M -9,410 -11%
PFMOSF
134
Philadelphia Financial Management of San Francisco
California
$9.71M -$7.13M -56,466 -42%
AAM
135
Advisors Asset Management
Colorado
$9.3M +$463K +3,668 +5%
BCIM
136
British Columbia Investment Management
British Columbia, Canada
$9.27M +$7.69M +60,933 +486%
CB
137
Commerce Bank
Missouri
$9.09M +$434K +3,441 +5%
LCM
138
Logan Capital Management
Pennsylvania
$9.05M +$538K +4,267 +6%
Asset Management One
139
Asset Management One
Japan
$8.86M -$24.1K -191 -0.3%
SAM
140
Shell Asset Management
Netherlands
$8.84M -$2.69M -21,324 -23%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.8M +$1.6M +12,666 +22%
VCM
142
Vigilant Capital Management
Maine
$8.68M +$303K +2,399 +4%
Osaic Holdings
143
Osaic Holdings
Arizona
$8.61M -$544K -4,306 -6%
AIM
144
Achmea Investment Management
Netherlands
$8.6M -$1.29M -10,198 -13%
WT
145
Washington Trust
Rhode Island
$8.52M -$186K -1,478 -2%
CG
146
Colony Group
Massachusetts
$8.45M +$319K +2,524 +4%
TFM
147
TPI Fund Managers
United Kingdom
$8.35M +$2.17M +17,212 +35%
MCM
148
McRae Capital Management
New Jersey
$8.06M +$206K +1,630 +3%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$8.01M -$763K -6,044 -9%
LC
150
Lunia Capital
Texas
$7.95M +$7.95M +63,029 New
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