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Broadridge
BR

Overview Fund Activity

506 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, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$512M
2
JIM
Jensen Investment Management
Oregon
+$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
+$51M
4
ACM
Alta Capital Management
Utah
+$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.7M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$27.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$20.5M
3
WHG
Westwood Holdings Group
Texas
-$19.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$19.2M
5
Wells Fargo
Wells Fargo
California
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
251
KBC Group
Belgium
$1.29M – – –
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$1.28M -$168K -2,221 -12%
CMANY
253
Capital Management Associates (New York)
New York
$1.28M -$11.3K -150 -0.9%
Franklin Resources
254
Franklin Resources
California
$1.25M -$504K -6,672 -29%
GIA
255
GHP Investment Advisors
Colorado
$1.17M +$8.31K +110 +0.7%
SAM
256
Securian Asset Management
Minnesota
$1.12M -$22.7K -300 -2%
CA
257
Commerzbank Aktiengesellschaft
Germany
$1.12M -$152K -2,009 -12%
NA
258
Neuburgh Advisers
California
$1.12M +$265K +3,502 +31%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$1.11M +$55.9K +739 +5%
IG
260
ING Group
Netherlands
$1.08M +$1.08M +14,307 New
CCM
261
Cadence Capital Management
Massachusetts
$1.07M -$555K -7,347 -34%
JG
262
Jefferies Group
New York
$1.06M -$1.41M -18,724 -57%
PAM
263
Panagora Asset Management
Massachusetts
$1.05M +$558K +7,384 +114%
Nomura Asset Management
264
Nomura Asset Management
Japan
$1.05M -$21.5K -285 -2%
WG
265
Winton Group
United Kingdom
$1.03M +$1.03M +13,628 New
RJT
266
Raymond James Trust
Florida
$1.03M +$52.6K +696 +5%
LIA
267
LS Investment Advisors
Michigan
$1.03M +$119K +1,572 +13%
O
268
OppenheimerFunds
New York
$996K +$62.5K +827 +7%
CAM
269
Capstone Asset Management
Texas
$988K – – –
Axa
270
Axa
France
$982K +$982K +13,000 New
LIM
271
Leavell Investment Management
Alabama
$981K – – –
Fayez Sarofim & Co
272
Fayez Sarofim & Co
Texas
$975K – – –
RMSCM
273
R.M. Sincerbeaux Capital Management
New York
$975K – – –
RJFSA
274
Raymond James Financial Services Advisors
Florida
$970K +$533K +7,049 +122%
PA
275
Profund Advisors
Maryland
$961K -$319K -4,225 -25%
9 10
11
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