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Broadridge
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Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$93.8M -$676K -6,166 -0.7%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$91.6M +$71M +647,185 +344%
APG Asset Management
28
APG Asset Management
Netherlands
$87.9M +$80.4M +901,558 +1,075%
Ameriprise
29
Ameriprise
Minnesota
$87.5M +$43.8M +399,016 +100%
Legal & General Group
30
Legal & General Group
United Kingdom
$81.6M +$89.5K +817 +0.1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$80.5M -$5.23M -47,670 -6%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$72.1M +$4.24M +38,643 +6%
UBS AM
33
UBS AM
Illinois
$69.4M +$8.91M +81,208 +15%
AllianceBernstein
34
AllianceBernstein
Tennessee
$68.8M +$3.17M +28,880 +5%
TCM
35
TimesSquare Capital Management
New York
$64.8M -$20.6M -187,984 -24%
Invesco
36
Invesco
Georgia
$64.8M -$5.32M -48,504 -8%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$64.3M -$2.98M -27,131 -4%
ACA
38
Anchor Capital Advisors
Massachusetts
$63.2M -$3.37M -30,765 -5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$61.9M +$706K +6,438 +1%
RJA
40
Raymond James & Associates
Florida
$61.5M -$4.89M -44,584 -7%
CIC
41
Crawford Investment Counsel
Georgia
$59.8M -$3.98M -36,250 -6%
Allianz Asset Management
42
Allianz Asset Management
Germany
$57.4M +$2.89M +26,346 +5%
TCIM
43
TIAA CREF Investment Management
New York
$56.3M +$933K +8,510 +2%
SAM
44
Silvercrest Asset Management
New York
$54.3M -$4.37M -39,869 -7%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$52.2M +$2.18M +19,897 +4%
VNIM
46
Vaughan Nelson Investment Management
Texas
$51.5M -$212K -1,935 -0.4%
Fuller & Thaler Asset Management
47
Fuller & Thaler Asset Management
California
$49.7M -$126K -1,148 -0.3%
Charles Schwab
48
Charles Schwab
California
$49.1M +$5.42M +49,428 +12%
Diamond Hill Capital Management
49
Diamond Hill Capital Management
Ohio
$47.6M -$1.26M -11,466 -3%
AAM
50
Ardevora Asset Management
United Kingdom
$47.4M -$241K -2,200 -0.5%
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