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Broadridge
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Overview Fund Activity

414 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.34%
New
50
Increased
134
Reduced
159
Closed
44
Calls
$4.62M
Puts
$2.62M
Net Calls
+$2M
Net Calls Change
-$1.07M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$219M
2
VNIM
Vaughan Nelson Investment Management
Texas
$158M
3
Renaissance Technologies
Renaissance Technologies
New York
$41.6M
4
Deutsche Bank
Deutsche Bank
Germany
$37.4M
5
Bank of America
Bank of America
North Carolina
$31.1M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$43.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$603K
3
SAM
Southernsun Asset Management
Tennessee
$182M
4
Prudential Financial
Prudential Financial
New Jersey
$14M
5
Wells Fargo
Wells Fargo
California
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$47.5M -$306K -5,520 -0.6%
AllianceBernstein
27
AllianceBernstein
Tennessee
$45M -$14.4K -260 -0%
Diamond Hill Capital Management
28
Diamond Hill Capital Management
Ohio
$44M +$110K +1,996 +0.3%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$43.7M -$39.4M -711,035 -47%
CCP
30
Clarkston Capital Partners
Michigan
$43.1M +$8.9M +160,859 +26%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$42.2M -$49.8K -899 -0.1%
Renaissance Technologies
32
Renaissance Technologies
New York
$41.6M +$39.1M +706,058 +1,555%
DIA
33
Dana Investment Advisors
Wisconsin
$40.3M +$7.37M +133,138 +22%
SAM
34
Silvercrest Asset Management
New York
$39.2M -$479K -8,645 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$37.4M +$23.2M +419,909 +164%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$37.3M +$845K +15,263 +2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$37.2M -$4.53M -81,796 -11%
Victory Capital Management
38
Victory Capital Management
Texas
$36.1M +$712K +12,871 +2%
TCIM
39
TIAA CREF Investment Management
New York
$34.9M +$3.71M +66,977 +12%
NFA
40
Nationwide Fund Advisors
Ohio
$33.2M -$679K -12,276 -2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$32.6M +$6.19M +111,910 +23%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$32.2M -$4.05M -73,115 -11%
Principal Financial Group
43
Principal Financial Group
Iowa
$32.1M -$2.2M -39,764 -6%
Bank of America
44
Bank of America
North Carolina
$31.1M +$23M +415,661 +285%
AI
45
Analytic Investors
California
$28.7M +$12.7M +229,149 +79%
PI
46
PGGM Investments
Netherlands
$26.7M +$296K +5,342 +1%
RJA
47
Raymond James & Associates
Florida
$26.3M +$337K +6,092 +1%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$26M +$3.73M +67,400 +17%
BG
49
BlackRock Group
United Kingdom
$25.5M +$3.38M +61,020 +15%
Legal & General Group
50
Legal & General Group
United Kingdom
$25.2M +$93K +1,681 +0.4%
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