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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 %
HCM
351
Howland Capital Management
Massachusetts
$416K – – –
CM
352
Castleark Management
Illinois
$413K +$413K +5,460 New
SPIA
353
Steward Partners Investment Advisory
New York
$408K +$401K +5,324 +6,050%
BUB
354
BBVA USA Bancshares
Texas
$406K -$29.9K -395 -7%
BRWA
355
B. Riley Wealth Advisors
Florida
$397K -$12.8K -168 -3%
HNB
356
Huntington National Bank
Ohio
$389K – – –
BBHC
357
Brown Brothers Harriman & Co
New York
$383K – – –
HWA
358
Heritage Wealth Advisors
Virginia
$378K – – –
Mariner
359
Mariner
Kansas
$378K +$37.2K +493 +11%
MML Investors Services
360
MML Investors Services
Massachusetts
$360K +$132K +1,744 +58%
FMWA
361
Forvis Mazars Wealth Advisors
Missouri
$354K +$20.3K +269 +6%
CI
362
Cigna Investments
Connecticut
$348K -$22.8K -300 -6%
AIL
363
AGF Investments LLC
Ontario, Canada
$344K +$23.3K +308 +7%
PHAM
364
Palisades Hudson Asset Management
Florida
$338K – – –
Voloridge Investment Management
365
Voloridge Investment Management
Florida
$333K +$333K +4,406 New
TSW
366
Thompson Siegel & Walmsley
Virginia
$332K +$332K +4,400 New
Skandinaviska Enskilda Banken (SEB)
367
Skandinaviska Enskilda Banken (SEB)
Sweden
$328K -$68.1K -900 -17%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$326K +$46.4K +614 +17%
BTNA
369
Bremer Trust National Association
Minnesota
$319K -$78.8K -1,043 -20%
ACP
370
Ashfield Capital Partners
California
$315K – – –
P
371
Pitcairn
Pennsylvania
$306K -$13.9K -183 -4%
Lido Advisors
372
Lido Advisors
California
$296K +$57.2K +757 +24%
CSS
373
Cubist Systematic Strategies
Connecticut
$296K +$296K +3,922 New
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$295K – – –
CB
375
Commerce Bank
Missouri
$289K +$16.8K +222 +6%
13 14
15
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