Broadridge
350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.
135% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 26
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
23% more capital invested
Capital invested by funds: $3.33B → $4.09B (+$762M)
15% more call options, than puts
Call options by funds: $5.07M | Put options by funds: $4.41M
11% more funds holding
Funds holding: 316 → 350 (+34)
2.76% less ownership
Funds ownership: 90.78% → 88.02% (-2.8%)
10% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$18.7M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$16.4M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$82.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$67.3M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$30M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$20.3M |
| 5 |
Renaissance Technologies
New York
|
-$14.8M |
BR Hedge Fund Activity: Q4 2013 in Review
350 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2013, worth a combined $4.09B — up 23% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new BR positions and 26 closed out — a net gain of 35 holders — while 107 added to existing stakes and 119 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $20M. The largest seller was Artisan Partners, cutting an estimated $82.4M.
- 350 institutional investors held Broadridge (BR) as of Q4 2013, up from 316 in Q3 2013.
- Funds reported $4.09B of Broadridge stock for Q4 2013, up 23% quarter-over-quarter.
- 61 funds opened new Broadridge positions in Q4 2013 and 26 closed out, a net change of +35 holders.
- The largest Broadridge buyer in Q4 2013 was Acadian Asset Management, an estimated $20M added.
- The largest Broadridge seller in Q4 2013 was Artisan Partners, an estimated $82.4M sold.
Based on aggregated 13F filings for Q4 2013.