Broadridge
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.
162% more call options, than puts
Call options by funds: $9.66M | Put options by funds: $3.69M
103% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 32
18% more capital invested
Capital invested by funds: $4.78B → $5.64B (+$854M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more funds holding
Funds holding: 388 → 415 (+27)
1.51% less ownership
Funds ownership: 85.89% → 84.38% (-1.5%)
23% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$68.3M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$34.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$30.7M |
| 4 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$26.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$52.9M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$52.2M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$33M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$27.6M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$27.6M |
BR Hedge Fund Activity: Q1 2015 in Review
415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2015, worth a combined $5.64B — up 18% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BR positions and 32 closed out — a net gain of 33 holders — while 122 added to existing stakes and 158 trimmed.
The largest buyer was Atlanta Capital Management, adding an estimated $68.3M. The largest seller was Renaissance Technologies, cutting an estimated $52.9M.
- 415 institutional investors held Broadridge (BR) as of Q1 2015, up from 388 in Q4 2014.
- Funds reported $5.64B of Broadridge stock for Q1 2015, up 18% quarter-over-quarter.
- 65 funds opened new Broadridge positions in Q1 2015 and 32 closed out, a net change of +33 holders.
- The largest Broadridge buyer in Q1 2015 was Atlanta Capital Management, an estimated $68.3M added.
- The largest Broadridge seller in Q1 2015 was Renaissance Technologies, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2015.