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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 %
WCM
401
Wealthcare Capital Management
Virginia
$4K +$4K +73 New
HRIA
402
Haberer Registered Investment Advisor
Ohio
$3K – – –
W
403
Wealthfront
California
$3K +$2.89K +50 +2,500%
FWM
404
Focused Wealth Management
New York
$2K – – –
FCCM
405
First City Capital Management
Georgia
$1.38K – – –
ARMC
406
American Research & Management Company
Massachusetts
$1K -$625 -15 -38%
HCM
407
Highlander Capital Management
New Jersey
$1K – – –
WTB
408
Washington Trust Bank
Washington
$1K – – –
LWM
409
Lenox Wealth Management
Ohio
$1K – – –
RCG
410
Ruggie Capital Group
Florida
$1K +$1K +22 New
FNBOO
411
First National Bank of Omaha
Nebraska
$668 -$118 -2,199 -15%
WG
412
Winton Group
United Kingdom
– -$2.29M -49,513 Closed
AFA
413
Abacus FCF Advisors
Florida
– -$1.75M -37,956 Closed
PAMU
414
Pictet Asset Management (UK)
United Kingdom
– -$1.72M -37,300 Closed
ARTA
415
A.R.T. Advisors
New York
– -$1.7M -36,878 Closed
Capital Fund Management (CFM)
416
Capital Fund Management (CFM)
France
– -$1.63M -35,353 Closed
NI
417
Numeric Investors
Massachusetts
– -$1.53M -33,200 Closed
SIP
418
Stoneridge Investment Partners
Pennsylvania
– -$1.25M -27,100 Closed
TI
419
Trexquant Investment
Connecticut
– -$969K -21,000 Closed
CCM
420
Cadence Capital Management
Massachusetts
– -$906K -19,620 Closed
GH
421
GAM Holding
Switzerland
– -$748K -16,200 Closed
NCCM
422
Nine Chapters Capital Management
New Jersey
– -$679K -14,700 Closed
LA
423
Lucus Advisors
New York
– -$479K -10,376 Closed
RA
424
RFG Advisory
Alabama
– -$339K -7,341 Closed
IUAM
425
Itau USA Asset Management
New York
– -$282K -6,100 Closed
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