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Broadridge
BR

Overview Fund Activity

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M

Top Buyers

1
BlackRock
BlackRock
New York
+$75.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$35.5M
3
IGM
Incline Global Management
New York
+$35.1M
4
MAM
Martingale Asset Management
Massachusetts
+$31.4M
5
ACM
Alta Capital Management
Utah
+$21M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$36M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$29.1M
3
WHG
Westwood Holdings Group
Texas
-$26.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
276
LS Investment Advisors
Michigan
$1.08M -$20.5K -254 -2%
LIM
277
Leavell Investment Management
Alabama
$1.05M – – –
RMSCM
278
R.M. Sincerbeaux Capital Management
New York
$1.04M – – –
Fayez Sarofim & Co
279
Fayez Sarofim & Co
Texas
$1.04M – – –
LAM
280
Lapides Asset Management
Connecticut
$1.03M -$759K -9,400 -43%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$1.02M +$54K +668 +6%
AIM
282
Assured Investment Management
New York
$1.02M +$78.8K +975 +8%
USAA
283
United Services Automobile Association
Texas
$1.01M +$1.01M +12,471 New
WA1
284
Wimmer Associates 1
California
$996K -$18.6K -230 -2%
PAG
285
Private Advisor Group
New Jersey
$974K +$102K +1,246 +12%
BAM
286
Boyar Asset Management
New York
$965K -$61.4K -760 -6%
NIC
287
Northwest Investment Counselors
Oregon
$960K +$404 +5 +0%
WIP
288
Wellesley Investment Partners
Massachusetts
$950K -$64.6K -800 -6%
SCM
289
Stevens Capital Management
Pennsylvania
$939K +$939K +11,624 New
NLI
290
Nippon Life Insurance
Japan
$937K – – –
RJT
291
Raymond James Trust
Florida
$936K -$163K -2,012 -15%
TW
292
Transform Wealth
Colorado
$929K -$1.79M -22,143 -66%
FCM
293
Flinton Capital Management
Pennsylvania
$914K -$70.1K -868 -7%
CCM
294
Coldstream Capital Management
Washington
$911K +$25.3K +313 +3%
JIC
295
Johnson Investment Counsel
Ohio
$899K +$54.5K +675 +6%
Commonwealth Equity Services
296
Commonwealth Equity Services
Massachusetts
$898K +$161K +1,997 +22%
FBT
297
First Bank & Trust
South Dakota
$888K +$28.4K +351 +3%
MBA
298
McQueen Ball & Associates
Pennsylvania
$876K – – –
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$856K +$37.3K +461 +5%
ECAM
300
East Coast Asset Management
Massachusetts
$820K -$150K -1,850 -15%
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