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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 %
SI
301
Stephens Inc
Arkansas
$321K +$659 +12 +0.2%
GT
302
Glenmede Trust
Pennsylvania
$320K -$1.08M -19,765 -77%
CC
303
Courier Capital
New York
$316K +$316K +5,747 New
JIC
304
Johnson Investment Counsel
Ohio
$308K +$308K +5,600 New
YMRC
305
Yorktown Management & Research Company
Virginia
$303K – – –
HCM
306
Howland Capital Management
Massachusetts
$303K – – –
BTNA
307
Bremer Trust National Association
Minnesota
$301K -$37.8K -687 -11%
CA
308
Cetera Advisors
Colorado
$296K -$35.7K -652 -11%
BJ
309
BlackRock Japan
Japan
$292K -$117K -2,118 -29%
ECM
310
ETrade Capital Management
Virginia
$283K +$283K +5,145 New
CIM
311
Calvert Investment Management
Maryland
$282K +$37.6K +683 +15%
IFS
312
Ifrah Financial Services
Arkansas
$280K -$32.4K -589 -10%
HSA
313
HBK Sorce Advisory
Pennsylvania
$278K +$278K +5,045 New
HWA
314
Heritage Wealth Advisors
Virginia
$275K – – –
CANY
315
Caxton Associates (New York)
New York
$275K +$275K +5,000 New
PTC
316
Private Trust Company
Ohio
$269K +$269K +4,897 New
CB
317
Commerce Bank
Missouri
$268K -$26.3K -478 -9%
HighTower Advisors
318
HighTower Advisors
Illinois
$265K +$265K +4,813 New
ACM
319
Ativo Capital Management
Illinois
$263K -$65K -1,180 -20%
EVM
320
Eaton Vance Management
Massachusetts
$257K -$5.07K -92 -2%
NIT
321
NumerixS Investment Technologies
British Columbia, Canada
$253K +$253K +4,600 New
FCBT
322
First Citizens Bank & Trust
North Carolina
$251K +$9.58K +174 +4%
CNB
323
City National Bank
California
$245K -$4.29K -78 -2%
SWP
324
Stratos Wealth Partners
Ohio
$243K +$243K +4,478 New
ACP
325
Ashfield Capital Partners
California
$237K +$237K +4,316 New
11 12
13
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