Broadridge
701 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, 263 increasing their positions, 228 reducing their positions, and 76 closing their positions.
52% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $17.5M
15% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 228
10% more capital invested
Capital invested by funds: $9.32B → $10.2B (+$890M)
1.88% more ownership
Funds ownership: 83.51% → 85.39% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 76
1% less funds holding
Funds holding: 709 → 701 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$118M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$83.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$66.3M |
| 4 |
TPI
Tesco Pension Investment
London,
United Kingdom
|
+$61.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$102M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$97.8M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$89.6M |
| 4 |
CWM
CIBC World Markets
New York
|
-$40.7M |
| 5 |
JCM
Junto Capital Management
New York
|
-$36.4M |
BR Hedge Fund Activity: Q1 2019 in Review
701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2019, worth a combined $10.2B — up 9.6% from $9.32B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of BR and 75 opened new positions — a net loss of 1 holder — while 228 trimmed existing stakes and 263 added.
The largest buyer was Janus Henderson Group, adding an estimated $118M. The largest seller was Citadel Advisors, cutting an estimated $102M.
- 701 institutional investors held Broadridge (BR) as of Q1 2019, down from 709 in Q4 2018.
- Funds reported $10.2B of Broadridge stock for Q1 2019, up 9.6% quarter-over-quarter.
- 75 funds opened new Broadridge positions in Q1 2019 and 76 closed out, a net change of -1 holder.
- The largest Broadridge buyer in Q1 2019 was Janus Henderson Group, an estimated $118M added.
- The largest Broadridge seller in Q1 2019 was Citadel Advisors, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2019.