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Broadridge
BR

Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
451
Ferris Capital
Massachusetts
$25K +$25K +332 New
HWP
452
Hefty Wealth Partners
Indiana
$24K – – –
GAM
453
Gemmer Asset Management
California
$23K – – –
IUHSA
454
Itau Unibanco Holding S.A.
Brazil
$23K – – –
Twin Tree Management
455
Twin Tree Management
Texas
$22K -$207K -2,732 -90%
LCM
456
Liberty Capital Management
Michigan
$22K – – –
RFA
457
Reilly Financial Advisors
California
$22K – – –
CFA
458
Camarda Financial Advisors
Florida
$22K +$22K +289 New
AssetMark Inc
459
AssetMark Inc
California
$21K +$2.89K +39 +16%
WCBA
460
Weaver C. Barksdale & Associates
Tennessee
$20K -$1.15K -15 -5%
CFG
461
Citizens Financial Group
Rhode Island
$20K – – –
BAM
462
Bruderman Asset Management
New York
$19K +$19K +252 New
BC
463
Bartlett & Co
Ohio
$17K – – –
TF
464
Tompkins Financial
New York
$17K – – –
FPB
465
First PREMIER Bank
South Dakota
$15K – – –
LNB
466
Ledyard National Bank
$15K – – –
TCM
467
Tradewinds Capital Management
Washington
$15K – – –
PFP
468
Pinnacle Financial Partners
Tennessee
$15K +$15K +197 New
HR
469
Howe & Rusling
New York
$15K +$15K +200 New
FPFS
470
First Personal Financial Services
North Carolina
$14K – – –
WA
471
WFG Advisors
Texas
$14K +$11.6K +155 +484%
PA
472
Perennial Advisors
New York
$12K +$12K +154 New
HCM
473
Herndon Capital Management
Georgia
$11K – – –
SIC
474
Salem Investment Counselors
North Carolina
$11K – – –
MWM
475
MinichMacGregor Wealth Management
New York
$11K +$151 +2 +1%
17 18
19
20 21