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Broadridge
BR

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
+$512M
2
JIM
Jensen Investment Management
Oregon
+$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
+$51M
4
ACM
Alta Capital Management
Utah
+$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.7M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$27.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$20.5M
3
WHG
Westwood Holdings Group
Texas
-$19.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$19.2M
5
Wells Fargo
Wells Fargo
California
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89K – – –
SWA
502
Sutton Wealth Advisors
Florida
$1.81K – – –
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$11.1K -210 -92%
Walleye Trading
504
Walleye Trading
New York
$140 +$140 +1,859 New
IWM
505
IHT Wealth Management
Illinois
$2 +$1 +204 +159%
NEI
506
Northwest & Ethical Investments
Ontario, Canada
– -$2.46M -36,130 Closed
Nuveen Asset Management
507
Nuveen Asset Management
Illinois
– -$2.4M -35,368 Closed
N
508
Natixis
France
– -$2.29M -33,625 Closed
QT
509
Quantbot Technologies
New York
– -$1.77M -26,073 Closed
HW
510
Hancock Whitney
Mississippi
– -$1.22M -17,933 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
511
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$1.18M -17,300 Closed
SCM
512
Stevens Capital Management
Pennsylvania
– -$1.07M -15,716 Closed
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
– -$992K -14,600 Closed
Verition Fund Management
514
Verition Fund Management
Connecticut
– -$884K -13,016 Closed
HCMT
515
Highland Capital Management (Tennessee)
Tennessee
– -$867K -12,768 Closed
DnB Asset Management
516
DnB Asset Management
Norway
– -$715K -10,523 Closed
WCM
517
Wedge Capital Management
North Carolina
– -$690K -10,148 Closed
Simplex Trading
518
Simplex Trading
Illinois
– -$669K -9,859 Closed
PAM
519
Princeton Alpha Management
New Jersey
– -$496K -7,305 Closed
MHC
520
Meyer Handelman Company
New York
– -$493K -7,250 Closed
MIAN
521
Mariner Independent Advisor Network
Kansas
– -$402K -5,922 Closed
MYLI
522
Meiji Yasuda Life Insurance
Japan
– -$286K -4,210 Closed
SI
523
Sentry Investments
Ontario, Canada
– -$245K -3,600 Closed
DCM
524
Driehaus Capital Management
Illinois
– -$208K -3,058 Closed
MF
525
Magnetar Financial
Illinois
– -$203K -2,992 Closed
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