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Broadridge
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Overview Fund Activity

749 hedge funds and large institutions have $12.2B invested in Broadridge in 2019 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 257 increasing their positions, 214 reducing their positions, and 55 closing their positions.

Holders
749
Holders Change
+61
Holders Change %
+8.87%
% of All Funds
14.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
128
Increased
257
Reduced
214
Closed
55
Calls
$15.4M
Puts
$8.31M
Net Calls
+$7.08M
Net Calls Change
-$4.65M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
ACA
2
Anchor Capital Advisors
Massachusetts
$77.3M
3
SM
3
Sunriver Management
Connecticut
$24.9M
4
MGIM
4
M&G Investment Management
United Kingdom
$24.1M
5
N
5
Natixis
France
$22.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$243M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$759M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$10.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$109M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.77B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B 14,293,496 -192,646 -1%
BlackRock
2
BlackRock
New York
$1.28B 10,355,808 +817,417 +9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$759M 6,146,999 -1,105,211 -15%
State Street
4
State Street
Massachusetts
$627M 5,054,211 -115,376 -2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$444M 3,594,423 -129,407 -3%
Morgan Stanley
6
Morgan Stanley
New York
$243M 1,964,987 -1,562,650 -44%
ACM
7
Atlanta Capital Management
Georgia
$227M 1,841,061 +110,057 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$226M 1,834,303 +89,429 +5%
JIM
9
Jensen Investment Management
Oregon
$205M 1,655,898 +160,215 +11%
Northern Trust
10
Northern Trust
Illinois
$167M 1,351,022 -41,103 -3%
Wells Fargo
11
Wells Fargo
California
$154M 1,245,097 +11,843 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$144M 1,166,995 -168,755 -13%
Norges Bank
13
Norges Bank
Norway
$136M 1,100,429 – –
Artisan Partners
14
Artisan Partners
Wisconsin
$121M 983,414 -31,490 -3%
BG
15
Bahl & Gaynor
Ohio
$118M 954,492 -2,890 -0.3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$118M 952,502 +10,705 +1%
CIM
17
Confluence Investment Management
Missouri
$117M 918,628 +4,382 +0.5%
AAMU
18
Amundi Asset Management US
Massachusetts
$111M 900,611 -120,752 -12%
Deutsche Bank
19
Deutsche Bank
Germany
$109M 884,968 -233,234 -21%
WRF
20
Waddell & Reed Financial
Kansas
$108M 870,626 -6,066 -0.7%
Barclays
21
Barclays
United Kingdom
$103M 837,192 +70,029 +9%
Legal & General Group
22
Legal & General Group
United Kingdom
$102M 826,986 +22,297 +3%
Swiss National Bank
23
Swiss National Bank
Switzerland
$99.8M 808,189 -15,600 -2%
Invesco
24
Invesco
Georgia
$99.6M 806,392 -88,267 -10%
Bank of America
25
Bank of America
North Carolina
$98.3M 796,081 +50,471 +7%
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