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Broadridge
BR

Overview Fund Activity

415 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
11.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
65
Increased
122
Reduced
158
Closed
32
Calls
$9.66M
Puts
$3.69M
Net Calls
+$5.98M
Net Calls Change
+$2.77M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
+$74M
2
JHIU
Janus Henderson Investors US
Colorado
+$37.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.3M
4
DIA
Dana Investment Advisors
Wisconsin
+$29.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$21.5M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$57.3M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$56.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$35.7M
4
TCM
TimesSquare Capital Management
New York
-$29.9M
5
Harris Associates
Harris Associates
Illinois
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
376
Tompkins Financial
New York
$19K +$19K +350 New
FHA
377
First Horizon Advisors
Tennessee
$17K -$739 -14 -4%
WA
378
WealthTrust-Arizona
Arizona
$15K – – –
GWA
379
Genesis Wealth Advisors
Massachusetts
$12.4K – – –
WCBA
380
Weaver C. Barksdale & Associates
Tennessee
$12K -$1.66K -29 -12%
EFSCE
381
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
BAM
382
Brave Asset Management
New Jersey
$12K – – –
HI
383
Hudock Inc
Pennsylvania
$12K – – –
LNB
384
Ledyard National Bank
$11K – – –
BC
385
Bartlett & Co
Ohio
$11K – – –
FMP
386
Financial Management Professionals
Texas
$11K – – –
TCM
387
Tradewinds Capital Management
Washington
$11K – – –
CB
388
Community Bank
New York
$11K – – –
S
389
SignatureFD
Georgia
$10K +$1.6K +30 +19%
Group One Trading
390
Group One Trading
Illinois
$9K -$225K -3,942 -96%
Manulife (Manufacturers Life Insurance)
391
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.58K +$147 +2,678 +2%
SNT
392
Security National Trust
West Virginia
$7K – – –
ATC
393
Adirondack Trust Company
New York
$6K – – –
TWA
394
TCI Wealth Advisors
Arizona
$6K – – –
MWAN
395
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +100 New
CHP
396
Cable Hill Partners
Oregon
$5K – – –
WA
397
WFG Advisors
Texas
$5K +$56 +1 +1%
QAM
398
QCI Asset Management
New York
$4K – – –
MA
399
MCF Advisors
Kentucky
$4K – – –
DBT
400
Dubuque Bank & Trust
Iowa
$4K +$4K +65 New
14 15
16
17 18