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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 %
RJT
251
Raymond James Trust
Florida
$605K -$60.1K -1,092 -9%
SG Americas Securities
252
SG Americas Securities
New York
$603K -$56.3K -1,023 -9%
WAM
253
World Asset Management
Michigan
$598K +$3.36K +61 +0.6%
NIC
254
Northwest Investment Counselors
Oregon
$590K – – –
ZDA
255
Zweig-DiMenna Associates
New York
$589K -$33K -600 -5%
LH
256
Lebenthal Holdings
New York
$585K +$585K +10,634 New
AA
257
ALPS Advisors
Colorado
$582K -$139K -2,531 -19%
TCT
258
TIAA CREF Trust
Missouri
$578K +$578K +10,507 New
PRCM
259
Pine River Capital Management
Minnesota
$574K +$258K +4,695 +82%
FB
260
Fulton Bank
Pennsylvania
$569K -$20.1K -366 -3%
FAAS
261
First Allied Advisory Services
California
$568K +$37.6K +680 +7%
MCM
262
McKinley Capital Management
Alaska
$557K -$20.7K -377 -4%
WIS
263
Wright Investors Service
Connecticut
$556K +$25.3K +460 +5%
LMAM
264
Legg Mason Asset Management
Japan
$551K -$77.1K -1,400 -12%
MAM
265
Meeder Asset Management
Ohio
$545K -$416K -7,565 -43%
CAM
266
Capstone Asset Management
Texas
$542K -$1.05K -19 -0.2%
HSBC Holdings
267
HSBC Holdings
United Kingdom
$531K -$1.85M -33,668 -78%
LIM
268
Leavell Investment Management
Alabama
$517K – – –
RCM
269
Reynolds Capital Management
Nevada
$517K +$517K +9,400 New
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$506K +$506K +9,200 New
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$498K -$32.2K -585 -6%
AIM
272
Assured Investment Management
New York
$478K +$478K +8,684 New
OA
273
OFI Advisors
Pennsylvania
$469K -$18.1K -330 -4%
American Century Companies
274
American Century Companies
Missouri
$469K +$469K +8,521 New
DWA
275
Dorsey Wright & Associates
California
$466K +$466K +8,480 New
9 10
11
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