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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$38.8M
2
BIT
BlackRock Institutional Trust
California
+$27M
3
JHIU
Janus Henderson Investors US
Colorado
+$19.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$17.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$14.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.2M
2
Artisan Partners
Artisan Partners
Wisconsin
-$35.5M
3
KAM
Keeley Asset Management
Illinois
-$27.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.8M
5
EGM
Espalier Global Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
226
Credit Agricole
France
$456K -$283K -7,609 -38%
OI
227
Oakbrook Investments
Illinois
$449K +$165K +4,450 +58%
ECAM
228
East Coast Asset Management
Massachusetts
$446K – – –
SCA
229
SAC Capital Advisors
Connecticut
$444K -$172K -4,620 -28%
RJT
230
Raymond James Trust
Florida
$433K -$3.35K -90 -0.8%
MCM
231
McKinley Capital Management
Alaska
$431K +$431K +11,598 New
KIA
232
King Investment Advisors
Texas
$429K – – –
NIC
233
Northwest Investment Counselors
Oregon
$424K +$33.9K +911 +9%
WTNA
234
Wilmington Trust National Association
Delaware
$418K -$523K -14,048 -56%
US Bancorp
235
US Bancorp
Minnesota
$417K +$6.46K +174 +2%
BOH
236
Bank of Hawaii
Hawaii
$415K -$28.8K -775 -6%
TAM
237
Tocqueville Asset Management
New York
$408K +$95.9K +2,583 +31%
BCMO
238
Buckingham Capital Management (Ohio)
Ohio
$403K -$7.43K -200 -2%
BKBG
239
BHF Kleinwort Benson Group
Belgium
$386K +$386K +10,405 New
Jane Street
240
Jane Street
New York
$369K +$369K +9,936 New
SCM
241
Sterling Capital Management
North Carolina
$367K -$2.86K -77 -0.8%
CTC
242
Central Trust Company
Missouri
$357K -$11.7K -315 -3%
FB
243
Fulton Bank
Pennsylvania
$345K +$11.2K +303 +3%
CS
244
Cannell & Spears
New York
$344K -$18.6K -500 -5%
FNB
245
First Niagara Bank
New York
$339K -$7.97K -215 -2%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$315K -$1.11K -30 -0.4%
MIU
247
Man Investments (UK)
United Kingdom
$309K -$420K -11,326 -58%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$301K +$29.8K +803 +11%
Stifel Financial
249
Stifel Financial
Missouri
$300K +$300K +8,056 New
CG
250
Clinton Group
New York
$300K +$300K +8,086 New
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