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Broadridge
BR

Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$20.5M
3
JHIU
Janus Henderson Investors US
Colorado
+$18M
4
BFA
BlackRock Fund Advisors
California
+$15.6M
5
BIT
BlackRock Institutional Trust
California
+$13.9M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$90.1M
2
Harris Associates
Harris Associates
Illinois
-$32.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$22.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$16.2M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
251
American Century Companies
Missouri
$317K – – –
V
252
Veritable
Delaware
$309K -$99.7K -2,523 -24%
OI
253
Oakbrook Investments
Illinois
$302K +$302K +7,650 New
IIC
254
Ironwood Investment Counsel
Arizona
$295K +$295K +7,453 New
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$288K -$14.4K -365 -5%
USAA
256
United Services Automobile Association
Texas
$285K +$285K +7,200 New
QI
257
QS Investors
New York
$285K +$285K +7,200 New
HNB
258
Huntington National Bank
Ohio
$283K – – –
YMRC
259
Yorktown Management & Research Company
Virginia
$277K -$317K -8,000 -53%
VKH
260
Virtu KCG Holdings
New York
$273K +$273K +6,908 New
ACM
261
Ativo Capital Management
Illinois
$263K +$263K +6,662 New
FIM
262
Fernwood Investment Management
Massachusetts
$260K +$260K +6,580 New
BEAM
263
Baker Ellis Asset Management
Washington
$257K – – –
IFS
264
Ifrah Financial Services
Arkansas
$253K +$253K +6,402 New
BTNA
265
Bremer Trust National Association
Minnesota
$240K +$240K +6,062 New
TH
266
TCTC Holdings
Texas
$234K +$234K +5,925 New
GT
267
Glenmede Trust
Pennsylvania
$228K – – –
BC
268
Burney Company
Virginia
$225K +$225K +5,694 New
SI
269
Stephens Inc
Arkansas
$217K -$133K -3,381 -38%
HCM
270
Howland Capital Management
Massachusetts
$217K +$217K +5,500 New
DTL
271
Dynamic Technology Lab
Singapore
$215K +$215K +5,436 New
PNC
272
Park National Corp
Ohio
$213K +$213K +5,396 New
COI
273
Connable Office Inc
Michigan
$210K +$210K +5,305 New
BJ
274
BlackRock Japan
Japan
$208K +$208K +5,268 New
RCM
275
Reynolds Capital Management
Nevada
$206K +$206K +5,200 New
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