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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 %
LIA
351
LS Investment Advisors
Michigan
$239K 4,457 +93 +2%
BFM
352
Boothbay Fund Management
New York
$239K 4,448 +4,448 New
FCBT
353
First Citizens Bank & Trust
North Carolina
$238K 4,431 – –
BTNA
354
Bremer Trust National Association
Minnesota
$234K 4,349 -282 -6%
GF
355
Gerstein Fisher
New York
$234K 4,361 -72 -2%
ACP
356
Ashfield Capital Partners
California
$232K 4,316 – –
SI
357
Scout Investments
Missouri
$230K 4,279 +4,279 New
FNT
358
First National Trust
Pennsylvania
$227K 4,217 +369 +10%
BFM
359
Boston Financial Management
Massachusetts
$225K 4,180 +4,180 New
RCAMU
360
Rothschild & Co Asset Management US
Connecticut
$219K 4,081 +4,081 New
ZIM
361
Zacks Investment Management
Illinois
$218K 4,050 +20 +0.5%
Creative Planning
362
Creative Planning
Kansas
$208K 3,880 -33 -0.8%
OTPPB
363
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K 3,851 +3,851 New
WAM
364
Wealthspire Advisors (Maryland)
Maryland
$185K 3,446 +3,446 New
First Manhattan
365
First Manhattan
New York
$178K 3,323 – –
PMFA
366
Plante Moran Financial Advisors
Michigan
$175K 3,261 – –
Zurich Cantonal Bank
367
Zurich Cantonal Bank
Switzerland
$166K 3,085 +1,670 +118%
EWM
368
Evercore Wealth Management
New York
$165K 3,062 +77 +3%
CFG
369
Citizens Financial Group
Rhode Island
$160K 2,970 +2,970 New
RWA
370
Ropes Wealth Advisors
Massachusetts
$156K 2,906 – –
CAM
371
ClariVest Asset Management
California
$151K 2,809 +209 +8%
IWM
372
Integrated Wealth Management
California
$138K 2,566 – –
Twin Tree Management
373
Twin Tree Management
Texas
$131K 2,447 +2,447 New
Group One Trading
374
Group One Trading
Illinois
$127K 2,358 -2,900 -55%
Nordea Investment Management
375
Nordea Investment Management
Sweden
$125K 2,328 +2,328 New
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