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Broadridge
BR

Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
226
Luther King Capital Management (LKCM)
Texas
$1.66M +$1.66M +21,928 New
URS
227
Utah Retirement Systems
Utah
$1.63M – – –
SB
228
Suntrust Banks
Georgia
$1.6M -$216K -2,860 -12%
HighTower Advisors
229
HighTower Advisors
Illinois
$1.59M +$308K +4,061 +24%
MUAMU
230
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.59M +$1.59M +21,000 New
MYAM
231
Meiji Yasuda Asset Management
Japan
$1.54M -$75.6K -1,000 -5%
NMIMC
232
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M -$10.9K -144 -0.7%
GH
233
GAM Holding
Switzerland
$1.53M – – –
PS
234
Pensionfund Sabic
Netherlands
$1.51M +$1.51M +20,000 New
BCM
235
Brown Capital Management
Maryland
$1.51M -$251K -3,325 -14%
Korea Investment Corp
236
Korea Investment Corp
South Korea
$1.47M +$1.47M +19,500 New
IPC
237
Independent Portfolio Consultants
Florida
$1.45M -$1.02M -13,535 -41%
MSV
238
MN Services Vermogensbeheer
Netherlands
$1.45M +$1.21M +16,048 +505%
CIC
239
Chase Investment Counsel
Virginia
$1.45M +$1.45M +19,225 New
EVM
240
Eaton Vance Management
Massachusetts
$1.44M +$27.4K +363 +2%
William Blair & Company
241
William Blair & Company
Illinois
$1.43M +$146K +1,926 +11%
LWCFA
242
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M +$632K +8,334 +81%
BC
243
Burney Company
Virginia
$1.41M +$36K +480 +3%
MNA
244
Manning & Napier Advisors
New York
$1.4M – – –
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$1.38M +$142K +1,879 +12%
IMOV
246
Investment Management of Virginia
Virginia
$1.36M -$10.2K -135 -0.7%
Rafferty Asset Management
247
Rafferty Asset Management
New York
$1.31M -$301K -3,980 -19%
COPPSERS
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.3M -$8.84K -117 -0.7%
TCM
249
Tributary Capital Management
Nebraska
$1.29M +$24.6K +325 +2%
LRIC
250
Long Road Investment Counsel
Michigan
$1.29M +$1.29M +17,075 New
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