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Broadridge
BR

Overview Fund Activity

688 hedge funds and large institutions have $12.5B invested in Broadridge in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 265 reducing their positions, and 69 closing their positions.

Holders
688
Holders Change
–
Holders Change %
0%
% of All Funds
15.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
69
Increased
200
Reduced
265
Closed
69
Calls
$16.2M
Puts
$4.49M
Net Calls
+$11.7M
Net Calls Change
-$6.9M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$463M
2
JCM
2
Junto Capital Management
New York
$53.5M
3
JIM
3
Jensen Investment Management
Oregon
$186M
4
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$72.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$35.8M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$21.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.5M
3
UIM
3
USS Investment Management
United Kingdom
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$69.3M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$24.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B 14,486,142 +2,079 +0%
BlackRock
2
BlackRock
New York
$1.19B 9,538,391 +218,718 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$902M 7,252,210 +207,964 +3%
State Street
4
State Street
Massachusetts
$646M 5,169,587 +14,629 +0.3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$463M 3,723,830 +1,815,758 +95%
Morgan Stanley
6
Morgan Stanley
New York
$439M 3,527,637 +190,312 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$217M 1,744,874 -5,234 -0.3%
ACM
8
Atlanta Capital Management
Georgia
$215M 1,731,004 -17,520 -1%
JIM
9
Jensen Investment Management
Oregon
$186M 1,495,683 +323,870 +28%
Northern Trust
10
Northern Trust
Illinois
$173M 1,392,125 -64,968 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$166M 1,335,750 -33,898 -2%
Wells Fargo
12
Wells Fargo
California
$153M 1,233,254 -70,843 -5%
Deutsche Bank
13
Deutsche Bank
Germany
$139M 1,118,202 -57,560 -5%
Norges Bank
14
Norges Bank
Norway
$137M 1,100,429 -18,509 -2%
AAMU
15
Amundi Asset Management US
Massachusetts
$127M 1,021,363 -11,878 -1%
Artisan Partners
16
Artisan Partners
Wisconsin
$126M 1,014,904 -37,461 -4%
BG
17
Bahl & Gaynor
Ohio
$119M 957,382 -21,457 -2%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$117M 941,797 +69,932 +8%
CIM
19
Confluence Investment Management
Missouri
$114M 914,246 -4,382 -0.5%
Invesco
20
Invesco
Georgia
$111M 894,659 -3,234 -0.4%
WRF
21
Waddell & Reed Financial
Kansas
$109M 876,692 -396 -0%
Swiss National Bank
22
Swiss National Bank
Switzerland
$103M 823,789 -18,711 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$100M 804,689 +1,862 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$97.4M 783,038 -11,919 -1%
Barclays
25
Barclays
United Kingdom
$95.5M 767,163 +15,873 +2%
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