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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$67.4M +$1.18M +13,527 +2%
Renaissance Technologies
27
Renaissance Technologies
New York
$63.3M +$22.7M +260,236 +59%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$62M -$20.5M -234,867 -26%
Invesco
29
Invesco
Georgia
$57.9M -$7.11M -81,500 -11%
Robeco Institutional Asset Management
30
Robeco Institutional Asset Management
Netherlands
$57.2M +$29.7M +340,725 +117%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$56M +$4M +45,813 +8%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$55.5M +$7.84M +89,822 +17%
ACA
33
Anchor Capital Advisors
Massachusetts
$55M -$2M -22,978 -4%
RJA
34
Raymond James & Associates
Florida
$54.9M -$2.02M -23,109 -4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$54.8M -$17M -194,368 -24%
AllianceBernstein
36
AllianceBernstein
Tennessee
$54.2M -$11.2M -128,604 -18%
CIC
37
Crawford Investment Counsel
Georgia
$52.6M -$1.52M -17,392 -3%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$50.5M +$373K +4,279 +0.8%
UBS AM
39
UBS AM
Illinois
$49.9M +$3.34M +38,236 +7%
Morgan Stanley
40
Morgan Stanley
New York
$49.1M -$2.34M -26,778 -5%
SAM
41
Silvercrest Asset Management
New York
$48.4M -$4.7M -53,880 -9%
TCIM
42
TIAA CREF Investment Management
New York
$45.8M -$301K -3,453 -0.7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$45M -$13.5M -154,808 -24%
ECM
44
Ensemble Capital Management
California
$43.5M -$1.84M -21,114 -4%
Fidelity International
45
Fidelity International
Bermuda
$42.8M -$296K -3,391 -0.7%
VNIM
46
Vaughan Nelson Investment Management
Texas
$42.7M -$4.25M -48,687 -9%
JP Morgan Chase
47
JP Morgan Chase
New York
$41.3M -$4.15M -47,520 -9%
Fuller & Thaler Asset Management
48
Fuller & Thaler Asset Management
California
$41.2M -$35.4M -406,048 -47%
ACM
49
Alta Capital Management
Utah
$41.1M -$99.4K -1,139 -0.3%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$40.3M -$2.39M -27,340 -6%