BR icon

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 %
ACI
201
AMP Capital Investors
Australia
$3.5M -$103K -1,064 -3%
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$3.5M -$777K -8,193 -18%
GAM
203
Garrison Asset Management
Arkansas
$3.46M -$22.4K -236 -0.6%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$3.44M +$1.98M +20,884 +136%
Nordea Investment Management
205
Nordea Investment Management
Sweden
$3.4M +$15.3K +160 +0.5%
GT
206
Greenleaf Trust
Michigan
$3.36M +$24K +253 +0.7%
MCM
207
Mattern Capital Management
Colorado
$3.28M +$143K +1,505 +5%
CFB
208
Cullen/Frost Bankers
Texas
$3.18M -$212K -2,239 -6%
FAF
209
Fjarde Ap-fonden
Sweden
$3.17M -$256K -2,700 -7%
MSE
210
MUFG Securities EMEA
United Kingdom
$3.13M +$3.13M +33,000 New
GC
211
Guggenheim Capital
Illinois
$3.13M -$1.69M -17,786 -35%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$3.1M -$245K -2,665 -7%
LPL Financial
213
LPL Financial
California
$3.07M +$26K +274 +0.9%
EAM
214
EULAV Asset Management
Florida
$3.06M -$1.27M -13,400 -29%
IFAM
215
Institutional & Family Asset Management
Colorado
$2.99M +$355K +3,742 +13%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$2.87M -$50.5K -532 -2%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$2.83M -$204K -2,146 -7%
EAM
218
Eagle Asset Management
Florida
$2.82M +$33.6K +354 +1%
MIM
219
MetLife Investment Management
New Jersey
$2.8M -$85.7K -904 -3%
ACA
220
Aptus Capital Advisors
Alabama
$2.78M +$2.13M +22,471 +327%
OBGC
221
O'Brien Greene & Co
Pennsylvania
$2.78M +$9.48K +100 +0.3%
TC
222
TownSquare Capital
Utah
$2.76M -$313K -2,772 -10%
PIM
223
Progressive Investment Management
Oregon
$2.76M +$24.2K +255 +0.9%
IB
224
Intrust Bank
Kansas
$2.75M -$11.9K -125 -0.4%
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$2.73M +$2.61M +27,535 +2,203%
7 8
9
10 11