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Broadridge
BR

Overview Fund Activity

695 hedge funds and large institutions have $9.34B invested in Broadridge in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 107 closing their positions.

Holders
695
Holders Change
-54
Holders Change %
-7.21%
% of All Funds
15.36%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
62
Increased
270
Reduced
237
Closed
107
Calls
$23.9M
Puts
$64.1M
Net Calls
-$40.2M
Net Calls Change
-$47.3M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$179M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$52.5M
3
CVA
3
Ceredex Value Advisors
Florida
$48.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$46.5M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$617M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.6M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$31.3M
4
Bessemer Group
4
Bessemer Group
New Jersey
$45K
5
BlackRock
5
BlackRock
New York
$941M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B 14,334,289 +40,793 +0.3%
BlackRock
2
BlackRock
New York
$941M 9,921,133 -434,675 -4%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$617M 6,505,192 +358,193 +6%
State Street
4
State Street
Massachusetts
$474M 4,972,478 -81,733 -2%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$340M 3,585,378 -9,045 -0.3%
ACM
6
Atlanta Capital Management
Georgia
$197M 2,080,995 +239,934 +13%
JIM
7
Jensen Investment Management
Oregon
$180M 1,898,168 +242,270 +15%
Wells Fargo
8
Wells Fargo
California
$179M 1,890,826 +645,729 +52%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$177M 1,868,720 +34,417 +2%
Northern Trust
10
Northern Trust
Illinois
$130M 1,369,762 +18,740 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$108M 1,135,713 -31,282 -3%
Norges Bank
12
Norges Bank
Norway
$104M 1,100,429 – –
WRF
13
Waddell & Reed Financial
Kansas
$96.8M 1,020,746 +150,120 +17%
BG
14
Bahl & Gaynor
Ohio
$91.5M 964,704 +10,212 +1%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$91.4M 963,993 +11,491 +1%
Swiss National Bank
16
Swiss National Bank
Switzerland
$90.4M 953,589 +145,400 +18%
CIM
17
Confluence Investment Management
Missouri
$88.1M 928,824 +10,196 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$81.3M 856,331 +29,345 +4%
Bank of America
19
Bank of America
North Carolina
$80.7M 850,794 +54,713 +7%
Barclays
20
Barclays
United Kingdom
$75.6M 796,890 -40,302 -5%
JCM
21
Junto Capital Management
New York
$69.4M 731,932 +300,953 +70%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$67.4M 710,391 +7,867 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$66.5M 700,941 +24,893 +4%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$65.8M 694,069 +11,265 +2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$64.8M 683,374 +148,520 +28%
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