Broadridge
690 hedge funds and large institutions have $14B invested in Broadridge in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 214 increasing their positions, 278 reducing their positions, and 71 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
141% more call options, than puts
Call options by funds: $31.8M | Put options by funds: $13.2M
37% more capital invested
Capital invested by funds: $10.2B → $14B (+$3.79B)
2.74% more ownership
Funds ownership: 85.39% → 88.13% (+2.7%)
7% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 71
2% less funds holding
Funds holding: 701 → 690 (-11)
23% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$363M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$230M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$129M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$122M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$122M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$93.9M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$71.2M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$39.7M |
| 5 |
Bank of New York Mellon
New York
|
-$38.8M |
BR Hedge Fund Activity: Q2 2019 in Review
690 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2019, worth a combined $14B — up 37% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of BR and 66 opened new positions — a net loss of 5 holders — while 278 trimmed existing stakes and 214 added.
The largest buyer was Morgan Stanley, adding an estimated $363M. The largest seller was AQR Capital Management, cutting an estimated $122M.
- 690 institutional investors held Broadridge (BR) as of Q2 2019, down from 701 in Q1 2019.
- Funds reported $14B of Broadridge stock for Q2 2019, up 37% quarter-over-quarter.
- 66 funds opened new Broadridge positions in Q2 2019 and 71 closed out, a net change of -5 holders.
- The largest Broadridge buyer in Q2 2019 was Morgan Stanley, an estimated $363M added.
- The largest Broadridge seller in Q2 2019 was AQR Capital Management, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2019.