BR icon

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 %
FAAS
301
First Allied Advisory Services
California
$714K -$59.9K -799 -8%
IR
302
Invictus RG
Bermuda
$712K +$712K +9,427 New
XK
303
Xact Kapitalforvaltning
Sweden
$693K -$46.7K -618 -6%
DTL
304
Dynamic Technology Lab
Singapore
$691K +$691K +9,141 New
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$689K +$4.31K +57 +0.6%
HHC
306
Hutchin Hill Capital
New York
$680K +$113K +1,500 +20%
SCM
307
Shelton Capital Management
Colorado
$676K -$94.1K -1,245 -12%
WAM
308
World Asset Management
Michigan
$674K +$6.88K +91 +1%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$673K -$3.93K -52 -0.6%
FRM
310
Fox Run Management
Connecticut
$672K +$672K +8,900 New
ProShare Advisors
311
ProShare Advisors
Maryland
$661K -$139K -1,835 -17%
BCM
312
BlueCrest Capital Management
Jersey
$656K +$656K +8,679 New
CG
313
Clinton Group
New York
$628K -$1.96M -25,904 -76%
PP
314
Prudential plc
United Kingdom
$620K – – –
VKH
315
Virtu KCG Holdings
New York
$589K +$589K +7,801 New
FCBT
316
First Citizens Bank & Trust
North Carolina
$588K +$135K +1,793 +30%
AA
317
ALPS Advisors
Colorado
$586K +$5.14K +68 +0.9%
LCM
318
Laurion Capital Management
New York
$582K +$582K +7,700 New
DekaBank Deutsche Girozentrale
319
DekaBank Deutsche Girozentrale
Germany
$580K -$2.24M -27,579 -79%
CC
320
Cipher Capital
New York
$577K -$194K -2,568 -25%
NIT
321
NumerixS Investment Technologies
British Columbia, Canada
$574K +$7.4K +98 +1%
DL
322
Delta Lloyd
Netherlands
$573K – – –
SO
323
STRS Ohio
Ohio
$572K -$81.4K -1,078 -12%
GLA
324
Great Lakes Advisors
Illinois
$552K +$95.1K +1,258 +21%
BCM
325
Bayesian Capital Management
New York
$552K +$552K +7,300 New
11 12
13
14 15