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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 %
BAM
276
Boyar Asset Management
New York
$960K -$45.7K -604 -5%
WIP
277
Wellesley Investment Partners
Massachusetts
$949K +$29.1K +385 +3%
WA1
278
Wimmer Associates 1
California
$948K +$5.29K +70 +0.6%
FCM
279
Flinton Capital Management
Pennsylvania
$921K +$218K +2,884 +31%
ECAM
280
East Coast Asset Management
Massachusetts
$906K -$2.12K -28 -0.2%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$906K – – –
NIC
282
Northwest Investment Counselors
Oregon
$897K +$680 +9 +0.1%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$888K -$1.37M -18,122 -61%
AIM
284
Assured Investment Management
New York
$876K -$660K -8,739 -43%
NLI
285
Nippon Life Insurance
Japan
$876K – – –
RCM
286
Riverhead Capital Management
Delaware
$834K +$207K +2,741 +33%
AIA
287
Allegis Investment Advisors
Idaho
$832K +$832K +11,012 New
CCM
288
Coldstream Capital Management
Washington
$828K +$71.4K +945 +9%
Jane Street
289
Jane Street
New York
$826K +$826K +10,938 New
MBA
290
McQueen Ball & Associates
Pennsylvania
$819K -$5.67K -75 -0.7%
FBT
291
First Bank & Trust
South Dakota
$803K +$11.9K +157 +1%
PAG
292
Private Advisor Group
New Jersey
$796K +$124K +1,661 +18%
PG
293
PEAK6 Group
Illinois
$789K -$393K -5,195 -33%
JIC
294
Johnson Investment Counsel
Ohio
$789K – – –
CTC
295
Central Trust Company
Missouri
$785K -$36.3K -480 -4%
GW
296
GW & Wade
Massachusetts
$779K +$907 +12 +0.1%
IFS
297
Ifrah Financial Services
Arkansas
$766K -$12.5K -166 -2%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$765K -$2.95K -39 -0.4%
SLG
299
Stanley-Laman Group
Pennsylvania
$748K +$6.87K +91 +0.9%
TAM
300
Tyers Asset Management
Texas
$723K +$171K +2,266 +31%
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