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Broadridge
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Overview Fund Activity

688 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-12
Holders Change %
-1.71%
% of All Funds
14.97%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
65
Increased
213
Reduced
278
Closed
71
Calls
$31.8M
Puts
$13.2M
Net Calls
+$18.6M
Net Calls Change
+$9.49M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$1.04B
2
Morgan Stanley
Morgan Stanley
New York
+$385M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$244M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$137M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$129M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$99.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$75.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1M
5
BlackRock
BlackRock
New York
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
201
BB&T Securities
Virginia
$4.52M +$49K +384 +1%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$4.51M -$191K -1,495 -4%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$4.5M +$127K +998 +3%
APG Asset Management
204
APG Asset Management
Netherlands
$4.49M -$37M -330,100 -89%
SG Americas Securities
205
SG Americas Securities
New York
$4.4M -$2.79M -21,850 -39%
Victory Capital Management
206
Victory Capital Management
Texas
$4.31M -$271K -2,122 -6%
HighTower Advisors
207
HighTower Advisors
Illinois
$4.3M +$2.12M +16,582 +97%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$4.28M -$617K -4,836 -13%
M&T Bank
209
M&T Bank
New York
$4.25M -$95.7K -750 -2%
AIMCA
210
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.16M -$715K -5,600 -15%
First Trust Advisors
211
First Trust Advisors
Illinois
$4.1M +$185K +1,446 +5%
MIM
212
MetLife Investment Management
New Jersey
$4.09M -$111K -872 -3%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$4.07M +$753K +5,898 +23%
Marshall Wace
214
Marshall Wace
United Kingdom
$3.92M +$2.45M +19,176 +166%
PA
215
PFG Advisors
Arizona
$3.92M -$306K -2,280 -7%
IFAM
216
Institutional & Family Asset Management
Colorado
$3.88M -$397K -3,110 -9%
IB
217
Intrust Bank
Kansas
$3.85M -$90K -705 -2%
AIM
218
Achmea Investment Management
Netherlands
$3.84M +$626K +4,904 +19%
AG
219
Advisor Group
Arizona
$3.83M -$273K -2,134 -7%
Nomura Asset Management
220
Nomura Asset Management
Japan
$3.83M -$85K -666 -2%
OBGC
221
O'Brien Greene & Co
Pennsylvania
$3.68M -$41.5K -325 -1%
GAM
222
Griffin Asset Management
New York
$3.62M +$129K +1,010 +4%
Nordea Investment Management
223
Nordea Investment Management
Sweden
$3.55M -$3.31M -25,886 -48%
SOMRS
224
State of Michigan Retirement System
Michigan
$3.55M -$17.4M -136,000 -83%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$3.55M – – –
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