We are live on ! Find out more
BR icon

Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$2.43M +$506K +5,805 +28%
KTA
227
Keeley-Teton Advisors
Illinois
$2.38M -$1.91M -21,875 -45%
MYAM
228
Meiji Yasuda Asset Management
Japan
$2.38M +$389K +4,460 +20%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$2.38M +$112K +1,287 +5%
EAM
230
Eagle Asset Management
Florida
$2.36M +$39K +447 +2%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$2.33M
HighTower Advisors
232
HighTower Advisors
Illinois
$2.32M -$449K -5,149 -17%
Rafferty Asset Management
233
Rafferty Asset Management
New York
$2.32M +$525K +6,016 +31%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$2.31M -$17.4K -200 -0.8%
TRSOTSOK
235
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M
AB
236
Amalgamated Bank
New York
$2.23M +$113K +1,291 +6%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$2.17M +$65.1K +746 +3%
Arrowstreet Capital
238
Arrowstreet Capital
Massachusetts
$2.1M +$2.03M +23,244 New
EVM
239
Eaton Vance Management
Massachusetts
$2.04M +$218K +2,500 +12%
FDS
240
Freedom Day Solutions
Texas
$2.01M +$1.94M +22,189 New
ARTA
241
A.R.T. Advisors
New York
$1.99M +$1.92M +22,000 New
URS
242
Utah Retirement Systems
Utah
$1.97M +$17.4K +200 +0.9%
HH
243
Hilltop Holdings
Texas
$1.88M +$1.22K +14 +0.1%
MAA
244
Mraz Amerine & Associates
California
$1.83M -$46.2K -530 -3%
PS
245
Pensionfund Sabic
Netherlands
$1.81M
William Blair & Company
246
William Blair & Company
Illinois
$1.77M -$18.9K -217 -1%
LWCFA
247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M +$58.5K +671 +4%
AL
248
AJO LP
Pennsylvania
$1.71M -$2.49M -28,564 -60%
BC
249
Burney Company
Virginia
$1.7M +$13.5K +155 +0.8%
BCM
250
Brown Capital Management
Maryland
$1.69M -$129K -1,475 -7%