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Broadridge
BR

Overview Fund Activity

679 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, 190 increasing their positions, 261 reducing their positions, and 41 closing their positions.

Holders
679
Holders Change
+53
Holders Change %
+8.47%
% of All Funds
15.57%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
102
Increased
190
Reduced
261
Closed
41
Calls
$26M
Puts
$20.9M
Net Calls
+$5.11M
Net Calls Change
+$8.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B
2
Morgan Stanley
2
Morgan Stanley
New York
$297M
3
Invesco
3
Invesco
Georgia
$150M
4
State Street
4
State Street
Massachusetts
$583M
5
Millennium Management
5
Millennium Management
New York
$69.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.16B
2
JIM
2
Jensen Investment Management
Oregon
$986K
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$704M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$43.5M
5
CIC
5
Crawford Investment Counsel
Georgia
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B 14,278,661 +2,182,649 +18%
BlackRock
2
BlackRock
New York
$1.16B 10,096,541 -3,836,631 -28%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$704M 6,116,063 -751,129 -11%
State Street
4
State Street
Massachusetts
$583M 5,068,312 +633,455 +14%
Morgan Stanley
5
Morgan Stanley
New York
$297M 2,583,950 +1,367,735 +112%
ACM
6
Atlanta Capital Management
Georgia
$296M 2,569,270 -11,343 -0.4%
Northern Trust
7
Northern Trust
Illinois
$220M 1,914,848 +195,241 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$202M 1,753,609 +377,834 +27%
Wells Fargo
9
Wells Fargo
California
$170M 1,477,573 +330,694 +29%
Goldman Sachs
10
Goldman Sachs
New York
$163M 1,416,019 +211,211 +18%
Invesco
11
Invesco
Georgia
$150M 1,299,627 +708,955 +120%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$143M 1,240,020 +129,612 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$142M 1,229,549 -480,135 -28%
AQR Capital Management
14
AQR Capital Management
Connecticut
$134M 1,164,425 +51,870 +5%
Norges Bank
15
Norges Bank
Norway
$132M 1,147,319 -84,423 -7%
APG Asset Management
16
APG Asset Management
Netherlands
$128M 1,299,387 +314,000 +32%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$112M 976,588 +141,283 +17%
CCP
18
Clarkston Capital Partners
Michigan
$110M 956,555 -41,285 -4%
BG
19
Bahl & Gaynor
Ohio
$107M 927,209 -35,886 -4%
CIM
20
Confluence Investment Management
Missouri
$103M 893,232 -86,404 -9%
SAM
21
Southernsun Asset Management
Tennessee
$101M 874,033 -345,657 -28%
Swiss National Bank
22
Swiss National Bank
Switzerland
$101M 873,900 +16,300 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$98.7M 857,080 -45,687 -5%
Brown Advisory
24
Brown Advisory
Maryland
$96.9M 841,572 -294,331 -26%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$95M 825,253 +168,073 +26%
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