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Broadridge
BR

Overview Fund Activity

700 hedge funds and large institutions have $10.2B invested in Broadridge in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 228 reducing their positions, and 76 closing their positions.

Holders
700
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
15.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
75
Increased
262
Reduced
228
Closed
76
Calls
$26.6M
Puts
$17.5M
Net Calls
+$9.14M
Net Calls Change
+$5.16M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$811M
2
JIM
2
Jensen Investment Management
Oregon
$87.4M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$229M
4
TPI
4
Tesco Pension Investment
United Kingdom
$64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$77.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$17.2M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$36M
3
APG Asset Management
3
APG Asset Management
Netherlands
$34.2M
4
CWM
4
CIBC World Markets
New York
$2.98M
5
JCM
5
Junto Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B 14,349,331 -164,095 -1%
BlackRock
2
BlackRock
New York
$998M 9,629,137 +5,326 +0.1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$811M 7,824,319 +1,177,867 +18%
State Street
4
State Street
Massachusetts
$542M 5,202,257 +63,863 +1%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$229M 2,204,872 +661,232 +43%
ACM
6
Atlanta Capital Management
Georgia
$213M 2,052,347 +325,972 +19%
AQR Capital Management
7
AQR Capital Management
Connecticut
$183M 1,765,110 -304,887 -15%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$175M 1,691,900 +119,155 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$174M 1,681,515 -80,523 -5%
Northern Trust
10
Northern Trust
Illinois
$154M 1,481,902 -176,970 -11%
Wells Fargo
11
Wells Fargo
California
$141M 1,360,936 -70,870 -5%
Deutsche Bank
12
Deutsche Bank
Germany
$129M 1,244,074 -257,867 -17%
Norges Bank
13
Norges Bank
Norway
$118M 1,134,466 +1,909 +0.2%
Artisan Partners
14
Artisan Partners
Wisconsin
$112M 1,077,671 +252,234 +31%
BG
15
Bahl & Gaynor
Ohio
$100M 967,917 +72,557 +8%
Invesco
16
Invesco
Georgia
$99.7M 961,856 -13,157 -1%
CIM
17
Confluence Investment Management
Missouri
$95.5M 920,868 -12,844 -1%
Swiss National Bank
18
Swiss National Bank
Switzerland
$89.9M 866,600 +24,300 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$88.6M 854,771 +122,601 +17%
JIM
20
Jensen Investment Management
Oregon
$87.4M 843,157 +832,967 +8,174%
Allianz Asset Management
21
Allianz Asset Management
Germany
$85.9M 828,549 -6,900 -0.8%
Bank of America
22
Bank of America
North Carolina
$80.6M 777,144 +124,992 +19%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$79.6M 767,235 +57,556 +8%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$77.9M 750,883 +561,363 +296%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$76.7M 739,231 +115,782 +19%
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