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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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$464K – – –
HNB
377
Huntington National Bank
Ohio
$459K +$9.96K +110 +2%
PSUF
378
People's United Financial
Connecticut
$454K +$454K +5,006 New
MYLI
379
Meiji Yasuda Life Insurance
Japan
$453K +$19.9K +220 +5%
FCBT
380
First Citizens Bank & Trust
North Carolina
$446K -$126K -1,389 -22%
LPL Financial
381
LPL Financial
California
$440K +$110K +1,208 +33%
Mariner
382
Mariner
Kansas
$439K +$7.97K +88 +2%
CM
383
Castleark Management
Illinois
$438K – – –
RBA
384
Richard Bernstein Advisors
New York
$430K +$430K +4,744 New
AWA
385
Arete Wealth Advisors
Illinois
$426K +$426K +4,698 New
MCM
386
McKinley Capital Management
Alaska
$420K -$152K -1,683 -27%
FB
387
Fulton Bank
Pennsylvania
$419K -$5.89K -65 -1%
EAM
388
EULAV Asset Management
Florida
$417K +$45.3K +500 +12%
V
389
Veritable
Delaware
$404K +$86.7K +957 +27%
P
390
Pitcairn
Pennsylvania
$403K +$39.5K +437 +11%
BUB
391
BBVA USA Bancshares
Texas
$392K -$63.3K -699 -14%
CI
392
Cigna Investments
Connecticut
$392K -$24K -265 -6%
PCM
393
Penserra Capital Management
California
$392K +$82.8K +916 +27%
IG
394
ING Group
Netherlands
$388K -$903K -9,978 -70%
ACP
395
Ashfield Capital Partners
California
$377K – – –
TAM
396
Tocqueville Asset Management
New York
$376K +$376K +4,150 New
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$371K – – –
BFO
398
Biltmore Family Office
North Carolina
$364K +$364K +4,000 New
BO
399
Bank OZK
Arkansas
$362K +$362K +4,000 New
AP
400
Advisor Partners
California
$361K +$63.4K +662 +21%
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