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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$38.8M
2
BIT
BlackRock Institutional Trust
California
+$27M
3
JHIU
Janus Henderson Investors US
Colorado
+$19.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$17.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$14.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.2M
2
Artisan Partners
Artisan Partners
Wisconsin
-$35.5M
3
KAM
Keeley Asset Management
Illinois
-$27.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.8M
5
EGM
Espalier Global Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
TradeLink Capital
Illinois
$195K +$195K +5,261 New
GT
277
Glenmede Trust
Pennsylvania
$192K -$22.2K -600 -10%
Teacher Retirement System of Texas
278
Teacher Retirement System of Texas
Texas
$163K -$2.42K -65 -1%
RNS
279
Robert N. Shapiro
$144K – – –
First Manhattan
280
First Manhattan
New York
$132K -$19.7K -534 -13%
PCM
281
Prelude Capital Management
New York
$132K +$44.1K +1,186 +50%
IMS
282
Index Management Solutions
Pennsylvania
$120K +$120K +3,221 New
PMFA
283
Plante Moran Financial Advisors
Michigan
$119K – – –
WIL
284
Winifred I. Li
$105K – – –
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$93K +$86.7K +2,329 +1,386%
RFA
286
Reilly Financial Advisors
California
$89K – – –
HCC
287
Hirtle Callaghan & Co
Pennsylvania
$78K – – –
FIG
288
Fusion Investment Group
Pennsylvania
$78K +$78K +2,092 New
TCOV
289
Trust Company of Vermont
Vermont
$75K +$31.3K +847 +72%
Creative Planning
290
Creative Planning
Kansas
$69K -$33.5K -902 -33%
IGIM
291
I.G. Investment Management
Manitoba, Canada
$63K +$46.5K +1,261 +281%
MA
292
MUFG Americas
New York
$56K – – –
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$55K +$3.94K +107 +8%
IRS
294
Invictus RG (Singapore)
Singapore
$52K -$538K -14,443 -91%
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$50K +$6.68K +180 +15%
Group One Trading
296
Group One Trading
Illinois
$48K +$29.5K +800 +160%
Bessemer Group
297
Bessemer Group
New Jersey
$46K – – –
FNBT
298
FineMark National Bank & Trust
Florida
$45K +$7.62K +205 +20%
SF
299
Synovus Financial
Georgia
$41K – – –
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$41K +$26.6K +717 +185%
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