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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$38.8M
2
BIT
BlackRock Institutional Trust
California
+$27M
3
JHIU
Janus Henderson Investors US
Colorado
+$19.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$17.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$14.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.2M
2
Artisan Partners
Artisan Partners
Wisconsin
-$35.5M
3
KAM
Keeley Asset Management
Illinois
-$27.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.8M
5
EGM
Espalier Global Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
351
Two Sigma Investments
New York
– -$2.84M -71,864 Closed
Mackenzie Financial
352
Mackenzie Financial
Ontario, Canada
– -$2.26M -57,223 Closed
T
353
TradeWorx
New Jersey
– -$1.12M -28,226 Closed
BCMU
354
BlueCrest Capital Management (UK)
Guernsey
– -$798K -20,200 Closed
AG
355
Algert Global
California
– -$741K -18,740 Closed
SOADOR
356
State of Alaska Department of Revenue
Alaska
– -$673K -17,040 Closed
SIC
357
Schwartz Investment Counsel
Michigan
– -$585K -14,800 Closed
LPL Financial
358
LPL Financial
California
– -$568K -14,368 Closed
PG
359
PEAK6 Group
Illinois
– -$543K -13,734 Closed
Nomura Holdings
360
Nomura Holdings
Japan
– -$509K -12,913 Closed
JIP
361
Jaffetilchin Investment Partners
Florida
– -$456K -11,537 Closed
TH
362
Timber Hill
Connecticut
– -$352K -8,904 Closed
Two Sigma Advisers
363
Two Sigma Advisers
New York
– -$343K -8,682 Closed
American Century Companies
364
American Century Companies
Missouri
– -$317K -8,032 Closed
V
365
Veritable
Delaware
– -$309K -7,819 Closed
VKH
366
Virtu KCG Holdings
New York
– -$273K -6,908 Closed
DTL
367
Dynamic Technology Lab
Singapore
– -$215K -5,436 Closed
COI
368
Connable Office Inc
Michigan
– -$210K -5,305 Closed
RCM
369
Reynolds Capital Management
Nevada
– -$206K -5,200 Closed
PL
370
Parkwood LLC
Ohio
– -$189K -4,788 Closed
NYLT
371
New York Life Trust
New York
– -$42K -1,061 Closed
EWM
372
Evercore Wealth Management
New York
– -$10K -250 Closed
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
– -$9K -239 Closed
AP
374
Advisors Preferred
Maryland
– -$8K -227 Closed
NES
375
New England Securities
New York
– -$7K -176 Closed
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