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Broadridge
BR

682 hedge funds and large institutions have $11.5B invested in Broadridge in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 192 increasing their positions, 261 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 41

24% more call options, than puts

Call options by funds: $26M | Put options by funds: $20.9M

8% more funds holding

Funds holding: 629 → 682 (+53)

3% more capital invested

Capital invested by funds: $11.1B → $11.5B (+$382M)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

2.16% less ownership

Funds ownership: 87.09% → 84.93% (-2.2%)

26% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 261

Holders
682
Holders Change
+53
Holders Change %
+8.43%
% of All Funds
15.55%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
102
Increased
192
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
2
Morgan Stanley
Morgan Stanley
New York
+$154M
3
Invesco
Invesco
Georgia
+$80M
4
State Street
State Street
Massachusetts
+$71.5M
5
Millennium Management
Millennium Management
New York
+$57.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$433M
2
JIM
Jensen Investment Management
Oregon
-$100M
3
Janus Henderson Group
Janus Henderson Group
-$84.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.6M
5
CIC
Crawford Investment Counsel
Georgia
-$55.1M

BR Hedge Fund Activity: Q2 2018 in Review

682 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2018, worth a combined $11.5B — up 3.4% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BR positions and 41 closed out — a net gain of 61 holders — while 192 added to existing stakes and 261 trimmed.

The largest buyer was Vanguard Group, adding an estimated $246M. The largest seller was BlackRock, cutting an estimated $433M.

  • 682 institutional investors held Broadridge (BR) as of Q2 2018, up from 629 in Q1 2018.
  • Funds reported $11.5B of Broadridge stock for Q2 2018, up 3.4% quarter-over-quarter.
  • 102 funds opened new Broadridge positions in Q2 2018 and 41 closed out, a net change of +61 holders.
  • The largest Broadridge buyer in Q2 2018 was Vanguard Group, an estimated $246M added.
  • The largest Broadridge seller in Q2 2018 was BlackRock, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2018.