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Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$56.2M +$7.54M +110,900 +15%
Deutsche Bank
27
Deutsche Bank
Germany
$56.1M +$701K +10,316 +1%
AllianceBernstein
28
AllianceBernstein
Tennessee
$54M +$220K +3,237 +0.4%
Bank of America
29
Bank of America
North Carolina
$53.2M -$9.71M -142,875 -15%
Principal Financial Group
30
Principal Financial Group
Iowa
$49.9M +$334K +4,919 +0.7%
SAM
31
Silvercrest Asset Management
New York
$49.5M +$1.49M +21,924 +3%
Invesco
32
Invesco
Georgia
$49M +$2.56M +37,680 +6%
RJA
33
Raymond James & Associates
Florida
$48.2M +$4.08M +59,980 +9%
Fidelity International
34
Fidelity International
Bermuda
$46.8M +$1.01M +14,847 +2%
ACA
35
Anchor Capital Advisors
Massachusetts
$46.1M -$220K -3,232 -0.5%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$44.6M -$3.46M -50,906 -7%
Legal & General Group
37
Legal & General Group
United Kingdom
$44.5M +$3.18M +46,802 +8%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$43.9M +$15.2M +223,959 +53%
CIC
39
Crawford Investment Counsel
Georgia
$40.9M +$115K +1,698 +0.3%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$40.7M -$4.87M -71,612 -11%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$39.6M -$3.71M -54,546 -9%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$36.9M +$462K +6,800 +1%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$36.4M +$677K +9,970 +2%
DIA
44
Dana Investment Advisors
Wisconsin
$35.1M -$1.41M -20,695 -4%
NFA
45
Nationwide Fund Advisors
Ohio
$34.9M -$17.3M -254,155 -33%
EAM
46
Edge Asset Management
Washington
$34.4M +$2.23M +32,795 +7%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$33M +$6.89M +101,392 +26%
AAM
48
Ardevora Asset Management
United Kingdom
$32.4M +$1.7M +25,000 +6%
ECM
49
Ensemble Capital Management
California
$32.2M +$2.5M +36,820 +8%
PI
50
PGGM Investments
Netherlands
$31.7M -$2.03M -29,886 -6%