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Broadridge

508 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.8B → $7.44B (+$641M)

2% more funds holding

Funds holding: 498508 (+10)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

0.93% less ownership

Funds ownership: 84.73%83.8% (-0.93%)

29% less call options, than puts

Call options by funds: $4.55M | Put options by funds: $6.4M

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
12.67%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
55
Increased
174
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
251
Long Road Investment Counsel
Michigan
$1.29M +$1.23M +17,075 New
KBC Group
252
KBC Group
Belgium
$1.29M
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$1.28M -$160K -2,221 -12%
CMANY
254
Capital Management Associates (New York)
New York
$1.28M -$10.8K -150 -0.9%
Franklin Resources
255
Franklin Resources
California
$1.25M -$482K -6,672 -29%
GIA
256
GHP Investment Advisors
Colorado
$1.17M +$7.94K +110 +0.7%
SAM
257
Securian Asset Management
Minnesota
$1.12M -$21.7K -300 -2%
CA
258
Commerzbank Aktiengesellschaft
Germany
$1.12M -$145K -2,009 -12%
NA
259
Neuburgh Advisers
California
$1.12M +$253K +3,502 +31%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$1.11M +$53.3K +739 +5%
IG
261
ING Group
Netherlands
$1.08M +$1.03M +14,307 New
CCM
262
Cadence Capital Management
Massachusetts
$1.07M -$530K -7,347 -34%
JG
263
Jefferies Group
New York
$1.06M -$1.35M -18,724 -57%
PAM
264
Panagora Asset Management
Massachusetts
$1.05M +$533K +7,384 +114%
HC
265
Henshaw Capital
Massachusetts
$1.05M
Nomura Asset Management
266
Nomura Asset Management
Japan
$1.04M -$20.6K -285 -2%
WG
267
Winton Group
United Kingdom
$1.03M +$984K +13,628 New
RJT
268
Raymond James Trust
Florida
$1.03M +$50.2K +696 +5%
LIA
269
LS Investment Advisors
Michigan
$1.03M +$113K +1,572 +13%
O
270
OppenheimerFunds
New York
$996K +$59.7K +827 +7%
CAM
271
Capstone Asset Management
Texas
$988K
Axa
272
Axa
France
$982K +$938K +13,000 New
LIM
273
Leavell Investment Management
Alabama
$981K
Fayez Sarofim & Co
274
Fayez Sarofim & Co
Texas
$975K
RMSCM
275
R.M. Sincerbeaux Capital Management
New York
$975K