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Broadridge
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Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$64.4M +$345K +4,562 +0.5%
Bank of America
27
Bank of America
North Carolina
$63.5M +$4.42M +58,504 +7%
Swiss National Bank
28
Swiss National Bank
Switzerland
$63.4M +$846K +11,200 +1%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$61.5M +$12.7M +168,273 +26%
WHG
30
Westwood Holdings Group
Texas
$58.3M -$19.5M -257,550 -25%
RJA
31
Raymond James & Associates
Florida
$55.6M +$1.98M +26,141 +4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$55M -$5.08M -67,186 -8%
Invesco
33
Invesco
Georgia
$54.7M +$222K +2,943 +0.4%
Allianz Asset Management
34
Allianz Asset Management
Germany
$54.6M -$19.2M -254,626 -26%
SAM
35
Silvercrest Asset Management
New York
$54.3M -$695K -9,197 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$53.1M +$3.67M +48,553 +7%
ACA
37
Anchor Capital Advisors
Massachusetts
$48.4M -$2.79M -36,948 -5%
CIC
38
Crawford Investment Counsel
Georgia
$44.4M -$1.12M -14,831 -2%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$41.6M -$3.67M -48,622 -8%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$41.5M +$508K +6,727 +1%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$40.8M +$268K +3,551 +0.7%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$40.1M -$3.86M -51,047 -9%
AAM
43
Ardevora Asset Management
United Kingdom
$39.7M +$3.6M +47,600 +10%
TCIM
44
TIAA CREF Investment Management
New York
$38.5M +$9.63M +127,434 +33%
NFA
45
Nationwide Fund Advisors
Ohio
$37.6M -$1.21M -15,955 -3%
ECM
46
Ensemble Capital Management
California
$36.6M +$714K +9,450 +2%
UBS AM
47
UBS AM
Illinois
$36.4M +$1.16M +15,291 +3%
Fidelity International
48
Fidelity International
Bermuda
$36M -$16.1M -212,519 -31%
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$34.9M +$260K +3,437 +0.7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$32.7M -$3.99M -52,745 -11%
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