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Broadridge
BR

Overview Fund Activity

415 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
11.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
65
Increased
122
Reduced
158
Closed
32
Calls
$9.66M
Puts
$3.69M
Net Calls
+$5.98M
Net Calls Change
+$2.77M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$74M
2
JHIU
Janus Henderson Investors US
Colorado
+$37.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.3M
4
DIA
Dana Investment Advisors
Wisconsin
+$29.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.5M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$57.3M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$56.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$35.7M
4
TCM
TimesSquare Capital Management
New York
-$29.9M
5
Harris Associates
Harris Associates
Illinois
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
226
Amalgamated Bank
New York
$780K +$26.7K +486 +4%
BAM
227
Boyar Asset Management
New York
$777K – – –
SCA
228
Secor Capital Advisors
New York
$757K -$264K -4,790 -26%
William Blair & Company
229
William Blair & Company
Illinois
$755K -$16.6K -302 -2%
NMIMC
230
Northwestern Mutual Investment Management Company
Wisconsin
$735K +$735K +13,360 New
PCM
231
Price Capital Management
Louisiana
$733K +$733K +13,324 New
Fayez Sarofim & Co
232
Fayez Sarofim & Co
Texas
$724K – – –
Jane Street
233
Jane Street
New York
$715K +$715K +12,983 New
RMSCM
234
R.M. Sincerbeaux Capital Management
New York
$710K – – –
CK
235
Carnick & Kubik
Colorado
$703K +$20.6K +375 +3%
BW
236
Bison Wealth
Georgia
$693K -$8.53K -155 -1%
FM
237
Forward Management
California
$676K -$404K -7,344 -37%
BC
238
Burney Company
Virginia
$672K +$64.1K +1,166 +11%
Franklin Resources
239
Franklin Resources
California
$667K -$3.3K -60 -0.5%
ECAM
240
East Coast Asset Management
Massachusetts
$661K – – –
WCM
241
Wedge Capital Management
North Carolina
$660K -$99K -1,800 -13%
SAG
242
Sterne Agee Group
Alabama
$659K +$659K +12,093 New
GCP
243
GSA Capital Partners
United Kingdom
$646K -$599K -10,893 -48%
AAM
244
Advisors Asset Management
Colorado
$645K +$1.21K +22 +0.2%
KIA
245
King Investment Advisors
Texas
$636K – – –
CTC
246
Central Trust Company
Missouri
$636K +$71.6K +1,302 +13%
SCM
247
Shelton Capital Management
Colorado
$632K -$45.4K -826 -7%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$621K -$27.7K -503 -4%
OI
249
Oakbrook Investments
Illinois
$613K +$22K +400 +4%
MA
250
MUFG Americas
New York
$612K +$307K +5,574 +101%
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