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Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.1M
2
State Street
State Street
Massachusetts
+$50M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$42.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$34.5M
5
Barclays
Barclays
United Kingdom
+$31.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$66M
2
NFA
Nationwide Fund Advisors
Ohio
-$39.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$36.8M
4
IGM
Incline Global Management
New York
-$35.1M
5
FMI
Fiduciary Management Inc
Wisconsin
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$900K +$214K +2,365 +31%
JG
327
Jefferies Group
New York
$900K +$900K +9,939 New
Twin Tree Management
328
Twin Tree Management
Texas
$891K +$891K +9,832 New
Skandinaviska Enskilda Banken (SEB)
329
Skandinaviska Enskilda Banken (SEB)
Sweden
$861K +$360K +3,975 +72%
RJFSA
330
Raymond James Financial Services Advisors
Florida
$848K -$487K -5,379 -36%
HSA
331
HBK Sorce Advisory
Pennsylvania
$846K +$134K +1,480 +19%
PP
332
Prudential plc
United Kingdom
$842K +$99.6K +1,100 +13%
LWM
333
Lyons Wealth Management
Florida
$825K +$825K +9,097 New
SCM
334
Shelton Capital Management
Colorado
$810K – – –
CTC
335
Central Trust Company
Missouri
$788K -$44.5K -491 -5%
FAAS
336
First Allied Advisory Services
California
$781K -$53.5K -591 -6%
OI
337
Oakbrook Investments
Illinois
$776K +$14.5K +160 +2%
WAM
338
World Asset Management
Michigan
$770K -$42.4K -468 -5%
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$736K -$2.04M -22,547 -74%
DIM
340
DC Investments Management
Virginia
$725K +$725K +8,004 New
PAM
341
Panagora Asset Management
Massachusetts
$721K -$550K -6,075 -43%
Wolverine Trading
342
Wolverine Trading
Illinois
$700K +$700K +7,729 New
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$694K -$17.2K -190 -2%
GHCM
344
Glen Harbor Capital Management
California
$691K +$106K +1,168 +18%
MML Investors Services
345
MML Investors Services
Massachusetts
$691K +$119K +1,311 +21%
NIPH
346
NN Investment Partners Holdings
Netherlands
$686K – – –
WP
347
WealthSource Partners
California
$667K +$33.8K +373 +5%
BOH
348
Bank of Hawaii
Hawaii
$646K +$119K +1,310 +23%
GLA
349
Great Lakes Advisors
Illinois
$645K -$16.4K -181 -2%
RCA
350
Rowland Carmichael Advisors
Arizona
$645K – – –
12 13
14
15 16