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Broadridge
BR

Overview Fund Activity

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$510M
2
Wells Fargo
Wells Fargo
California
$97.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$31.5M
4
Fidelity International
Fidelity International
Bermuda
$44.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
EAM
Eagle Asset Management
Florida
$1.96M
4
GAM
Gotham Asset Management
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$57.8M +$10.2M +154,429 +22%
BG
27
BlackRock Group
United Kingdom
$56.7M +$937K +14,128 +2%
Deutsche Bank
28
Deutsche Bank
Germany
$54M +$12.3M +185,864 +30%
AllianceBernstein
29
AllianceBernstein
Tennessee
$52.5M +$461K +6,948 +0.9%
NFA
30
Nationwide Fund Advisors
Ohio
$50.9M -$6.49M -97,815 -11%
Principal Financial Group
31
Principal Financial Group
Iowa
$48.3M +$317K +4,783 +0.7%
Swiss National Bank
32
Swiss National Bank
Switzerland
$47.5M +$12.8M +192,700 +37%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$46.9M +$274K +4,134 +0.6%
SAM
34
Silvercrest Asset Management
New York
$46.8M +$2.1M +31,680 +5%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$45.4M +$1.81M +27,265 +4%
Invesco
36
Invesco
Georgia
$45.3M +$7.9M +119,111 +21%
ACA
37
Anchor Capital Advisors
Massachusetts
$45.2M -$10.6M -160,009 -19%
Fidelity International
38
Fidelity International
Bermuda
$44.7M +$17.7M +267,525 +66%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$44.5M -$2.03M -30,609 -4%
RJA
40
Raymond James & Associates
Florida
$43.1M +$5.22M +78,806 +14%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$42.2M -$8.48M -127,853 -17%
Legal & General Group
42
Legal & General Group
United Kingdom
$40.3M +$1.44M +21,652 +4%
CIC
43
Crawford Investment Counsel
Georgia
$39.8M -$333K -5,027 -0.8%
BA
44
Boston Advisors
Massachusetts
$38.5M -$608K -9,172 -2%
DIA
45
Dana Investment Advisors
Wisconsin
$35.6M +$491K +7,409 +1%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$35.5M -$160K -2,416 -0.4%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$34.9M -$1.21M -18,301 -3%
TCIM
48
TIAA CREF Investment Management
New York
$34.2M -$1.44M -21,688 -4%
CRM
49
Cramer Rosenthal McGlynn
Connecticut
$34M +$6.48M +97,703 +24%
CWAM
50
Columbia Wanger Asset Management
Illinois
$32.9M -$5.94M -89,546 -15%
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