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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 %
WT
151
Washington Trust
Rhode Island
$6.57M +$569 +6 +0%
CB
152
Commerce Bank
Missouri
$6.51M +$488K +5,151 +8%
WBC
153
Westpac Banking Corp
Australia
$6.5M -$284K -3,000 -4%
LCM
154
Logan Capital Management
Pennsylvania
$6.4M -$243K -2,566 -4%
VCM
155
Vigilant Capital Management
Maine
$6.3M +$6.27M +66,111 +23,611%
CG
156
Colony Group
Massachusetts
$6.11M -$812K -8,561 -12%
BAM
157
Bell Asset Management
Australia
$5.95M +$1.23M +12,970 +26%
MCM
158
McRae Capital Management
New Jersey
$5.91M +$258K +2,723 +5%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$5.85M -$1.42M -14,953 -20%
SG Americas Securities
160
SG Americas Securities
New York
$5.53M +$1.47M +15,550 +36%
Stifel Financial
161
Stifel Financial
Missouri
$5.49M +$455K +4,801 +9%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.41M +$1.15M +12,075 +27%
MFAM
163
Motley Fool Asset Management
Virginia
$5.22M – – –
MGWM
164
Marks Group Wealth Management
Minnesota
$5.19M +$1.5M +15,752 +41%
AAF
165
Andra AP-fonden
Sweden
$5.12M +$152K +1,600 +3%
VCM
166
Vision Capital Management
Oregon
$5.1M +$280K +2,950 +6%
NLGIA
167
Nippon Life Global Investors Americas
New York
$5.06M +$838K +8,840 +20%
PAMU
168
Pictet Asset Management (UK)
United Kingdom
$4.95M +$66.4K +700 +1%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4.79M +$88.1K +929 +2%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$4.78M +$1.14K +12 +0%
Squarepoint
171
Squarepoint
New York
$4.71M +$2.65M +27,949 +129%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$4.69M +$142K +1,464 +3%
TFM
173
TPI Fund Managers
United Kingdom
$4.64M +$557K +5,871 +14%
Aberdeen Group
174
Aberdeen Group
United Kingdom
$4.63M -$873K -9,205 -16%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$4.62M +$1.85M +19,534 +67%
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