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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 %
APA
426
American Portfolios Advisors
New York
$286K +$286K +3,161 New
CB
427
Cadence Bank
Mississippi
$284K +$284K +3,134 New
CPH
428
C Partners Holding
Switzerland
$277K +$277K +3,055 New
SWM
429
Segment Wealth Management
Texas
$275K -$723 -8 -0.3%
AMIM
430
Aull & Monroe Investment Management
Alabama
$273K -$13.6K -150 -5%
AP
431
Appleton Partners
Massachusetts
$272K -$40.7K -449 -13%
PHAM
432
Palisades Hudson Asset Management
Florida
$272K – – –
KI
433
Koch Industries
Kansas
$271K -$69.3K -765 -20%
MWM
434
Mission Wealth Management
California
$266K +$29.4K +325 +12%
BEAM
435
Baker Ellis Asset Management
Washington
$258K – – –
PM
436
Parametrica Management
Hong Kong
$257K -$146K -1,612 -36%
EWM
437
Evercore Wealth Management
New York
$256K -$6.77K -75 -3%
AB
438
Atlas Brown
Kentucky
$255K -$9.82K -102 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
439
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$254K -$2.41M -26,600 -90%
AT
440
Arden Trust
Delaware
$253K +$253K +2,795 New
D.E. Shaw & Co
441
D.E. Shaw & Co
New York
$252K +$252K +2,780 New
WA
442
Wheatland Advisors
Pennsylvania
$246K – – –
QI
443
QS Investors
New York
$245K – – –
TRCT
444
Tower Research Capital (TRC)
New York
$238K +$135K +1,497 +132%
AAM
445
Aureus Asset Management
Massachusetts
$234K – – –
GCA
446
Gideon Capital Advisors
New York
$233K -$23.6K -261 -9%
Nordea Investment Management
447
Nordea Investment Management
Sweden
$233K – – –
CWS
448
Cypress Wealth Services
California
$232K +$232K +2,566 New
CIA
449
Choate Investment Advisors
Massachusetts
$232K – – –
GXMC
450
Global X Management Company
New York
$229K +$66.8K +736 +41%
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