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Broadridge
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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
$91.3M
2
JHIU
Janus Henderson Investors US
Colorado
$328M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$40.6M
4
DIA
Dana Investment Advisors
Wisconsin
$31.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$14.4M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$91.7M
3
VNIM
Vaughan Nelson Investment Management
Texas
$107M
4
TCM
TimesSquare Capital Management
New York
$82.3M
5
Harris Associates
Harris Associates
Illinois
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$50.5M -$11.7M -212,700 -19%
CIM
27
Confluence Investment Management
Missouri
$45.2M -$1.51M -27,514 -3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$44.7M -$891K -16,200 -2%
BTS
29
BB&T Securities
Virginia
$43.6M -$617K -1,121 -1%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$43M +$2.59M +47,170 +6%
AllianceBernstein
31
AllianceBernstein
Tennessee
$42.8M +$345K +6,270 +0.8%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$42.4M -$1.76M -32,028 -4%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$41.3M -$20M -363,337 -33%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$40.6M +$32.3M +603,740 +391%
SAM
35
Silvercrest Asset Management
New York
$39.7M +$6.15M +111,878 +18%
RA
36
Royce & Associates
New York
$36.8M -$4.1M -74,600 -10%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$35.1M +$2.06M +37,373 +6%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$34.6M +$3.32M +60,326 +11%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$33.2M +$8.12M +147,551 +32%
GAM
40
Gotham Asset Management
New York
$31.9M -$2.95M -53,658 -8%
DIA
41
Dana Investment Advisors
Wisconsin
$31.7M +$29.2M +530,015 +1,157%
Ameriprise
42
Ameriprise
Minnesota
$31.2M -$2.78M -50,609 -8%
CCP
43
Clarkston Capital Partners
Michigan
$30.8M -$5.03M -91,409 -14%
Charles Schwab
44
Charles Schwab
California
$29.3M +$1.88M +34,208 +7%
Goldman Sachs
45
Goldman Sachs
New York
$28.4M -$140K -2,542 -0.5%
PI
46
PGGM Investments
Netherlands
$28.2M -$3.77M -68,571 -12%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$26M -$9.91M -180,230 -28%
Legal & General Group
48
Legal & General Group
United Kingdom
$25.2M -$391K -7,108 -2%
Deutsche Bank
49
Deutsche Bank
Germany
$24.9M -$11M -199,832 -31%
EAM
50
Edge Asset Management
Washington
$24.9M +$8.54M +155,165 +52%
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