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Broadridge
BR

Overview Fund Activity

503 hedge funds and large institutions have $6.78B invested in Broadridge in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+39
Holders Change %
+8.41%
% of All Funds
13.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
81
Increased
166
Reduced
175
Closed
33
Calls
$6.33M
Puts
$4.5M
Net Calls
+$1.83M
Net Calls Change
+$64K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$93.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.5M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$51.4M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$48.2M
5
State Street
State Street
Massachusetts
+$39.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$110M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$58.6M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$53.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$46.2M
5
FMI
Fiduciary Management Inc
Wisconsin
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
251
Wedge Capital Management
North Carolina
$1.04M +$21.7K +333 +2%
RJT
252
Raymond James Trust
Florida
$1.03M -$50.7K -778 -5%
FA
253
FDx Advisors
Illinois
$1.03M -$107K -1,641 -9%
BW
254
Bison Wealth
Georgia
$1M -$21.5K -330 -2%
USAA
255
United Services Automobile Association
Texas
$1M +$18.9K +290 +2%
GH
256
GAM Holding
Switzerland
$1M +$1M +15,393 New
GIA
257
GHP Investment Advisors
Colorado
$969K +$196 +3 +0%
GCA
258
Gideon Capital Advisors
New York
$962K +$962K +14,753 New
BC
259
Burney Company
Virginia
$935K +$2.48K +38 +0.3%
SAM
260
Securian Asset Management
Minnesota
$933K -$111K -1,702 -11%
FM
261
Forward Management
California
$931K -$38.3K -587 -4%
PA
262
Profund Advisors
Maryland
$924K +$96.8K +1,484 +12%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$902K +$249K +3,826 +38%
BAM
264
Boyar Asset Management
New York
$895K -$19.6K -301 -2%
SAM
265
Sawgrass Asset Management
Florida
$894K +$594K +9,110 +198%
Nomura Asset Management
266
Nomura Asset Management
Japan
$849K +$849K +13,020 New
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$848K -$1.04M -15,900 -55%
BAM
268
Barrett Asset Management
New York
$848K – – –
WA1
269
Wimmer Associates 1
California
$847K +$21.8K +335 +3%
Fayez Sarofim & Co
270
Fayez Sarofim & Co
Texas
$841K -$16.3K -250 -2%
RMSCM
271
R.M. Sincerbeaux Capital Management
New York
$841K – – –
CAM
272
Capstone Asset Management
Texas
$837K +$82.6K +1,268 +11%
LIM
273
Leavell Investment Management
Alabama
$830K +$221K +3,395 +36%
Rafferty Asset Management
274
Rafferty Asset Management
New York
$828K -$203K -3,108 -20%
IGIM
275
I.G. Investment Management
Manitoba, Canada
$818K +$70K +1,074 +9%
9 10
11
12 13