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Broadridge
BR

Overview Fund Activity

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M

Top Buyers

1
BlackRock
BlackRock
New York
$1.06B
2
Renaissance Technologies
Renaissance Technologies
New York
$35.5M
3
IGM
Incline Global Management
New York
$35.1M
4
MAM
Martingale Asset Management
Massachusetts
$36.2M
5
ACM
Alta Capital Management
Utah
$36.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$42.1M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
WHG
Westwood Holdings Group
Texas
$35.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$556M
5
APG Asset Management
APG Asset Management
Netherlands
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
TimesSquare Capital Management
New York
$66.1M -$6.5M -80,400 -9%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$64.6M -$8.61M -106,480 -12%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$64M -$1.85M -22,910 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$59.1M +$2.21M +27,302 +4%
AllianceBernstein
30
AllianceBernstein
Tennessee
$58.7M -$37.5K -464 -0.1%
Invesco
31
Invesco
Georgia
$58.2M -$295K -3,651 -0.5%
Allianz Asset Management
32
Allianz Asset Management
Germany
$52.7M -$5.9M -72,999 -10%
ACA
33
Anchor Capital Advisors
Massachusetts
$50.9M -$883K -10,921 -2%
RJA
34
Raymond James & Associates
Florida
$50.8M -$8.68M -107,369 -15%
CIC
35
Crawford Investment Counsel
Georgia
$48.4M +$891K +11,019 +2%
SAM
36
Silvercrest Asset Management
New York
$47.6M -$10.5M -130,486 -18%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$46.3M +$2.67M +33,095 +6%
Morgan Stanley
38
Morgan Stanley
New York
$46M +$12M +148,498 +35%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$44.7M +$322K +3,986 +0.7%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$42.3M -$643K -7,950 -1%
VNIM
41
Vaughan Nelson Investment Management
Texas
$42.1M -$36M -445,869 -46%
UBS AM
42
UBS AM
Illinois
$41.5M +$2.54M +31,444 +7%
TCIM
43
TIAA CREF Investment Management
New York
$41.1M -$31.4K -389 -0.1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$40.6M +$5.73M +71,106 +16%
ECM
45
Ensemble Capital Management
California
$40.5M +$1.43M +17,640 +4%
AAM
46
Ardevora Asset Management
United Kingdom
$39.8M -$2.63M -32,600 -6%
NFA
47
Nationwide Fund Advisors
Ohio
$39.1M -$1.12M -13,818 -3%
Fidelity International
48
Fidelity International
Bermuda
$38.5M +$2.59K +32 +0%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$38.2M -$6.35M -78,598 -14%
ACM
50
Alta Capital Management
Utah
$36.7M +$21M +259,450 +133%
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