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Broadridge
BR

Overview Fund Activity

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M

Top Buyers

1
BlackRock
BlackRock
New York
+$75.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$35.5M
3
IGM
Incline Global Management
New York
+$35.1M
4
MAM
Martingale Asset Management
Massachusetts
+$31.4M
5
ACM
Alta Capital Management
Utah
+$21M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$36M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$29.1M
3
WHG
Westwood Holdings Group
Texas
-$26.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
Meeder Asset Management
Ohio
$440K -$136K -1,681 -24%
SIA
352
Sit Investment Associates
Minnesota
$440K -$68.6K -850 -13%
GW
353
GW & Wade
Massachusetts
$428K -$405K -5,010 -49%
TA
354
Tiedemann Advisors
New York
$425K +$425K +6,262 New
OAM
355
Oxford Asset Management
United Kingdom
$420K +$420K +5,198 New
IUHSA
356
Itau Unibanco Holding S.A.
Brazil
$417K +$338K +1,323 +427%
BRWA
357
B. Riley Wealth Advisors
Florida
$415K -$9.17K -113 -2%
BUB
358
BBVA USA Bancshares
Texas
$406K -$27.5K -341 -6%
HWA
359
Heritage Wealth Advisors
Virginia
$404K – – –
HNB
360
Huntington National Bank
Ohio
$401K -$14.9K -184 -4%
Toronto Dominion Bank
361
Toronto Dominion Bank
Ontario, Canada
$401K +$284K +3,513 +242%
CM
362
Castleark Management
Illinois
$390K -$50.9K -630 -12%
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
$389K +$10.7K +133 +3%
MYLI
364
Meiji Yasuda Life Insurance
Japan
$386K +$386K +4,780 New
Mariner
365
Mariner
Kansas
$385K -$19.6K -243 -5%
FB
366
Fulton Bank
Pennsylvania
$378K -$89.8K -1,114 -19%
SOADOR
367
State of Alaska Department of Revenue
Alaska
$373K +$123K +1,530 +49%
CI
368
Cigna Investments
Connecticut
$371K +$888 +11 +0.2%
PM
369
Parametrica Management
Hong Kong
$360K +$360K +4,449 New
TSW
370
Thompson Siegel & Walmsley
Virginia
$356K – – –
BTNA
371
Bremer Trust National Association
Minnesota
$350K +$8.73K +108 +3%
VIA
372
Vident Investment Advisory
Georgia
$338K +$338K +4,183 New
ACP
373
Ashfield Capital Partners
California
$337K – – –
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$331K +$16.2K +200 +5%
EAM
375
EULAV Asset Management
Florida
$331K +$331K +4,100 New
13 14
15
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