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Broadridge
BR

Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$20.5M
3
JHIU
Janus Henderson Investors US
Colorado
+$18M
4
BFA
BlackRock Fund Advisors
California
+$15.6M
5
BIT
BlackRock Institutional Trust
California
+$13.9M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$90.1M
2
Harris Associates
Harris Associates
Illinois
-$32.8M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$22.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$16.2M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
276
Parkwood LLC
Ohio
$189K +$189K +4,788 New
Teacher Retirement System of Texas
277
Teacher Retirement System of Texas
Texas
$176K -$445K -11,231 -72%
First Manhattan
278
First Manhattan
New York
$162K – – –
RNS
279
Robert N. Shapiro
$153K -$96.8K -2,450 -39%
BAM
280
Barrett Asset Management
New York
$142K +$142K +3,600 New
PMFA
281
Plante Moran Financial Advisors
Michigan
$127K – – –
CAM
282
ClariVest Asset Management
California
$125K +$125K +3,161 New
WIL
283
Winifred I. Li
$112K – – –
Creative Planning
284
Creative Planning
Kansas
$109K +$66K +1,670 +153%
RFA
285
Reilly Financial Advisors
California
$94K – – –
PCM
286
Prelude Capital Management
New York
$93K +$47K +1,195 +102%
WRM
287
Westport Resources Management
Connecticut
$93K +$77.2K +1,958 +490%
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85K -$73.7K -1,863,994 -46%
HCC
289
Hirtle Callaghan & Co
Pennsylvania
$83K – – –
MA
290
MUFG Americas
New York
$60K -$39.5K -1,000 -40%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$55K -$5.04K -127 -8%
Bessemer Group
292
Bessemer Group
New Jersey
$50K – – –
LTFS
293
Ladenburg Thalmann Financial Services
Florida
$46K – – –
TCOV
294
Trust Company of Vermont
Vermont
$46K – – –
TRCT
295
Tower Research Capital (TRC)
New York
$43K -$87.2K -2,207 -67%
SF
296
Synovus Financial
Georgia
$43K – – –
WTC
297
WhitTier Trust Company
Nevada
$42K – – –
NYLT
298
New York Life Trust
New York
$42K +$5.27K +133 +14%
PSUF
299
People's United Financial
Connecticut
$41K – – –
FNBT
300
FineMark National Bank & Trust
Florida
$39K -$4.89K -126 -11%
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