BR icon

Broadridge

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $14B → $12.5B (-$1.53B)

25% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$4.49M
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$53.5M
3 +$40.3M
4
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
+$34.5M
5
First Trust Advisors
First Trust Advisors
Illinois
+$31.8M

Top Sellers

1 -$179M
2 -$160M
3 -$87.3M
4
N
Nuveen
North Carolina
-$78.9M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$4.35M
202
$4.22M
203
$4.14M
204
$4.13M
205
$3.88M
206
$3.87M
207
$3.87M
208
$3.87M
209
$3.84M
210
$3.82M
211
$3.74M
212
$3.7M
213
$3.64M
214
$3.61M
215
$3.59M
216
$3.55M
217
$3.52M
218
$3.46M
219
$3.44M
220
$3.44M
221
$3.42M
222
$3.41M
223
$3.4M
224
$3.38M
225
$3.37M