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Broadridge
BR

Overview Fund Activity

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M

Top Buyers

1
BlackRock
BlackRock
New York
+$75.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$35.5M
3
IGM
Incline Global Management
New York
+$35.1M
4
MAM
Martingale Asset Management
Massachusetts
+$31.4M
5
ACM
Alta Capital Management
Utah
+$21M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$36M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$29.1M
3
WHG
Westwood Holdings Group
Texas
-$26.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$24.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
401
Ifrah Financial Services
Arkansas
$257K -$563K -6,962 -69%
AIM
402
Achmea Investment Management
Netherlands
$257K +$257K +3,182 New
AMIM
403
Aull & Monroe Investment Management
Alabama
$256K – – –
B
404
BancorpSouth
Mississippi
$253K – – –
AP
405
Advisor Partners
California
$251K -$5.98K -74 -2%
SWM
406
Segment Wealth Management
Texas
$246K -$2.5K -31 -1%
PHAM
407
Palisades Hudson Asset Management
Florida
$243K -$119K -1,472 -33%
EWM
408
Evercore Wealth Management
New York
$235K – – –
CC
409
Cipher Capital
New York
$232K -$387K -4,777 -63%
BEAM
410
Baker Ellis Asset Management
Washington
$230K – – –
GCA
411
Gideon Capital Advisors
New York
$229K +$229K +2,837 New
DILIC
412
Dai-ichi Life Insurance Company
Japan
$229K +$229K +2,838 New
AB
413
Atlas Brown
Kentucky
$222K +$222K +2,752 New
QI
414
QS Investors
New York
$219K – – –
WA
415
Wheatland Advisors
Pennsylvania
$219K – – –
JPMPWA
416
J.P. Morgan Private Wealth Advisors
California
$218K +$218K +2,699 New
MWM
417
Mission Wealth Management
California
$212K +$212K +2,617 New
ST
418
Smithfield Trust
Pennsylvania
$210K – – –
AAM
419
Aureus Asset Management
Massachusetts
$209K +$209K +2,582 New
Nordea Investment Management
420
Nordea Investment Management
Sweden
$207K – – –
CIA
421
Choate Investment Advisors
Massachusetts
$207K +$207K +2,559 New
CWM
422
CIBC World Markets
New York
$202K -$5.45M -67,500 -96%
CBT
423
Capital Bank & Trust
California
$202K -$2.02K -25 -1%
LS
424
Livforsakringsbolaget Skandia
Sweden
$186K – – –
GXMC
425
Global X Management Company
New York
$145K +$20.7K +255 +17%
15 16
17
18 19