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Broadridge
BR

Overview Fund Activity

415 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
11.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
65
Increased
122
Reduced
158
Closed
32
Calls
$9.66M
Puts
$3.69M
Net Calls
+$5.98M
Net Calls Change
+$2.77M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$74M
2
JHIU
Janus Henderson Investors US
Colorado
+$37.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.3M
4
DIA
Dana Investment Advisors
Wisconsin
+$29.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.5M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$57.3M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$56.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$35.7M
4
TCM
TimesSquare Capital Management
New York
-$29.9M
5
Harris Associates
Harris Associates
Illinois
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
276
Tocqueville Asset Management
New York
$459K -$74.2K -1,349 -14%
KFA
277
Kays Financial Advisory
Georgia
$453K +$118K +2,156 +35%
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$431K +$179K +3,240 +71%
FA
279
FDx Advisors
Illinois
$429K -$506K -9,203 -54%
EAMA
280
EFG Asset Management (Americas)
Florida
$422K +$51.2K +931 +14%
P
281
Pitcairn
Pennsylvania
$409K -$10.7K -195 -3%
CSS
282
Cubist Systematic Strategies
Connecticut
$408K -$755K -13,725 -65%
FIM
283
Fernwood Investment Management
Massachusetts
$406K +$33K +600 +9%
Creative Planning
284
Creative Planning
Kansas
$388K +$199K +3,605 +105%
BOH
285
Bank of Hawaii
Hawaii
$386K -$69.3K -1,260 -15%
FNB
286
First Niagara Bank
New York
$386K – – –
CS
287
Cannell & Spears
New York
$383K – – –
GMIM
288
General Motors Investment Management
New York
$380K -$450K -8,170 -54%
ZCM
289
Zebra Capital Management
Connecticut
$374K -$752K -13,661 -67%
JPMPWA
290
J.P. Morgan Private Wealth Advisors
California
$374K +$9.09K +165 +2%
Rafferty Asset Management
291
Rafferty Asset Management
New York
$369K +$369K +6,714 New
HCM
292
Highbridge Capital Management
New York
$367K +$367K +6,676 New
IIC
293
Ironwood Investment Counsel
Arizona
$365K -$13.8K -250 -4%
BEAM
294
Baker Ellis Asset Management
Washington
$358K – – –
WCA
295
Waratah Capital Advisors
Ontario, Canada
$358K +$358K +6,500 New
HNB
296
Huntington National Bank
Ohio
$350K -$35.9K -653 -9%
PHAM
297
Palisades Hudson Asset Management
Florida
$331K +$85.1K +1,550 +35%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$328K +$321K +5,831 +4,741%
TH
299
TCTC Holdings
Texas
$326K – – –
LPL Financial
300
LPL Financial
California
$325K +$28.3K +516 +10%
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