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Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.1M
2
State Street
State Street
Massachusetts
+$50M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$42.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$34.5M
5
Barclays
Barclays
United Kingdom
+$31.7M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$66M
2
NFA
Nationwide Fund Advisors
Ohio
-$39.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$36.8M
4
IGM
Incline Global Management
New York
-$35.1M
5
FMI
Fiduciary Management Inc
Wisconsin
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
351
Kelleher Financial Advisors
New York
$634K – – –
SWP
352
Stratos Wealth Partners
Ohio
$630K +$20.8K +230 +3%
Toronto Dominion Bank
353
Toronto Dominion Bank
Ontario, Canada
$621K +$172K +1,898 +38%
OAM
354
Occidental Asset Management
California
$618K +$4.8K +53 +0.8%
ECM
355
ETrade Capital Management
Virginia
$613K -$14.4K -159 -2%
AIL
356
AGF Investments LLC
Ontario, Canada
$607K +$97.2K +1,072 +19%
WF
357
Welch & Forbes
Massachusetts
$605K – – –
AA
358
ALPS Advisors
Colorado
$603K -$4.53K -50 -0.7%
FM
359
Forward Management
California
$594K -$12.6K -139 -2%
DekaBank Deutsche Girozentrale
360
DekaBank Deutsche Girozentrale
Germany
$587K – – –
CS
361
Cannell & Spears
New York
$585K -$37.1K -410 -6%
Cerity Partners
362
Cerity Partners
New York
$579K +$11.4K +126 +2%
SPIA
363
Steward Partners Investment Advisory
New York
$574K +$38.1K +421 +7%
PTC
364
Private Trust Company
Ohio
$567K – – –
NA
365
NewEdge Advisors
Louisiana
$557K -$7.18K -77 -1%
AAM
366
Azzad Asset Management
Virginia
$554K – – –
TH
367
TCTC Holdings
Texas
$537K – – –
WG
368
Winton Group
United Kingdom
$534K +$166K +1,830 +45%
6M
369
6 Meridian
Kansas
$534K +$534K +5,896 New
BGDI
370
BW Gestao de Investimentos
Brazil
$531K +$35.7K +394 +7%
PG
371
PEAK6 Group
Illinois
$529K +$529K +5,843 New
FMWA
372
Forvis Mazars Wealth Advisors
Missouri
$504K +$68.3K +754 +16%
HCM
373
Howland Capital Management
Massachusetts
$498K – – –
CA
374
Cynosure Advisors
Utah
$484K +$484K +5,346 New
GW
375
GW & Wade
Massachusetts
$481K +$816 +9 +0.2%
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