Broadridge
369 hedge funds and large institutions have $4.27B invested in Broadridge in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 29 closing their positions.
166% more call options, than puts
Call options by funds: $4.28M | Put options by funds: $1.61M
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
1% more funds holding
Funds holding: 367 → 369 (+2)
0.51% less ownership
Funds ownership: 85.88% → 85.37% (-0.51%)
2% less capital invested
Capital invested by funds: $4.35B → $4.27B (-$73.5M)
2% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 126
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$39.2M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$26.1M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$24.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$17.7M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$114M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$47.3M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$42.8M |
| 4 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$24M |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$21.4M |
BR Hedge Fund Activity: Q3 2014 in Review
369 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2014, worth a combined $4.27B — down 1.7% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BR positions and 29 closed out — a net gain of 6 holders — while 123 added to existing stakes and 126 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $39.2M. The largest seller was Allianz Asset Management, cutting an estimated $114M.
- 369 institutional investors held Broadridge (BR) as of Q3 2014, up from 367 in Q2 2014.
- Funds reported $4.27B of Broadridge stock for Q3 2014, down 1.7% quarter-over-quarter.
- 35 funds opened new Broadridge positions in Q3 2014 and 29 closed out, a net change of +6 holders.
- The largest Broadridge buyer in Q3 2014 was Renaissance Technologies, an estimated $39.2M added.
- The largest Broadridge seller in Q3 2014 was Allianz Asset Management, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2014.