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Broadridge
BR

Overview Fund Activity

503 hedge funds and large institutions have $6.78B invested in Broadridge in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+39
Holders Change %
+8.41%
% of All Funds
13.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
81
Increased
166
Reduced
175
Closed
33
Calls
$6.33M
Puts
$4.5M
Net Calls
+$1.83M
Net Calls Change
+$64K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$93.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.5M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$51.4M
4
CWAM
Columbia Wanger Asset Management
Illinois
+$48.2M
5
State Street
State Street
Massachusetts
+$39.5M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$110M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$58.6M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$53.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$46.2M
5
FMI
Fiduciary Management Inc
Wisconsin
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$251K -$1.83K -28 -0.7%
OAM
377
Occidental Asset Management
California
$251K +$13.5K +208 +6%
GT
378
Glenmede Trust
Pennsylvania
$248K -$12.2M -188,931 -98%
TNBTD
379
Trustmark National Bank Trust Department
Mississippi
$245K +$16.1K +246 +7%
PAG
380
Private Advisor Group
New Jersey
$240K +$240K +3,654 New
LPL Financial
381
LPL Financial
California
$238K -$107K -1,637 -31%
MHC
382
Meyer Handelman Company
New York
$236K – – –
JG
383
Jefferies Group
New York
$235K -$396K -6,064 -63%
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$233K -$20.6K -316 -8%
CIBC World Market
385
CIBC World Market
Ontario, Canada
$229K +$229K +3,517 New
Skandinaviska Enskilda Banken (SEB)
386
Skandinaviska Enskilda Banken (SEB)
Sweden
$228K -$1.43M -22,000 -86%
LCM
387
Laurion Capital Management
New York
$228K -$72.5K -1,113 -24%
OCG
388
Opus Capital Group
Ohio
$228K +$2.54K +39 +1%
AMIM
389
Aull & Monroe Investment Management
Alabama
$221K -$7.37K -113 -3%
First Manhattan
390
First Manhattan
New York
$216K – – –
PNC
391
Park National Corp
Ohio
$215K +$215K +3,298 New
Tudor Investment Corp
392
Tudor Investment Corp
Connecticut
$215K +$215K +3,300 New
PMFA
393
Plante Moran Financial Advisors
Michigan
$213K – – –
MMPW
394
Mitchell McLeod Pugh & Williams
Alabama
$212K +$212K +3,250 New
EWM
395
Evercore Wealth Management
New York
$211K +$11.5K +176 +6%
JPMPWA
396
J.P. Morgan Private Wealth Advisors
California
$211K +$211K +3,230 New
WA
397
Wheatland Advisors
Pennsylvania
$209K +$209K +3,212 New
B
398
BancorpSouth
Mississippi
$207K -$17.5K -269 -8%
FANJ
399
Financial Architects (New Jersey)
New Jersey
$205K +$1.37K +21 +0.7%
SWP
400
Stratos Wealth Partners
Ohio
$205K +$205K +3,137 New
14 15
16
17 18