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Broadridge
BR

Overview Fund Activity

458 hedge funds and large institutions have $5.46B invested in Broadridge in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 34 closing their positions.

Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
12.03%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
80
Increased
168
Reduced
138
Closed
34
Calls
$2.89M
Puts
$2.96M
Net Calls
-$73K
Net Calls Change
-$2.07M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.7M
2
Fidelity International
2
Fidelity International
Bermuda
$55.5M
3
AI
3
Analytic Investors
California
$59.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.2M
5
CIC
5
Crawford Investment Counsel
Georgia
$32.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.98M
2
Harris Associates
2
Harris Associates
Illinois
$104M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$120M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.1M
5
GAM
5
Gotham Asset Management
New York
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Verition Fund Management
301
Verition Fund Management
Connecticut
$432K 8,044 -1,305 -14%
B
302
Barings
North Carolina
$428K 7,960 -9,600 -55%
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$421K 7,832 +7,832 New
HIM
304
Hillsdale Investment Management
Ontario, Canada
$408K 7,600 +6,100 +407%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$408K 7,601 +7,601 New
IFAM
306
Institutional & Family Asset Management
Colorado
$401K 7,472 +7,472 New
LP
307
LMR Partners
United Kingdom
$380K 7,074 -78,240 -92%
FNB
308
First Niagara Bank
New York
$376K 7,000 – –
CS
309
Cannell & Spears
New York
$374K 6,970 – –
AP
310
Appleton Partners
Massachusetts
$364K 6,769 -560 -8%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$364K 6,770 +2,817 +71%
IIC
312
Ironwood Investment Counsel
Arizona
$358K 6,655 +101 +2%
P
313
Pitcairn
Pennsylvania
$355K 6,611 +130 +2%
ECM
314
ETrade Capital Management
Virginia
$347K 6,455 -3,054 -32%
WAM
315
World Asset Management
Michigan
$347K 6,450 +30 +0.5%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$343K 6,377 +55 +0.9%
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$342K 6,357 -3,460 -35%
HSA
318
HBK Sorce Advisory
Pennsylvania
$335K 6,237 -796 -11%
USGIU
319
U.S. Global Investors (USGI)
Texas
$322K 6,000 +3,500 +140%
HNB
320
Huntington National Bank
Ohio
$318K 5,910 – –
TH
321
TCTC Holdings
Texas
$318K 5,925 – –
TG
322
TLP Group
Illinois
$311K 5,787 +5,787 New
PTC
323
Private Trust Company
Ohio
$309K 5,756 – –
HCA
324
Harbour Capital Advisors
Virginia
$308K 5,730 +5,730 New
PP
325
Prudential plc
United Kingdom
$306K 5,700 +5,700 New
11 12
13
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