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Broadridge
BR

Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$25.9M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$142M
3
JHIU
3
Janus Henderson Investors US
Colorado
$169M
4
BFA
4
BlackRock Fund Advisors
California
$133M
5
BIT
5
BlackRock Institutional Trust
California
$137M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$103M
2
Harris Associates
2
Harris Associates
Illinois
$241M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$78.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.05M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$14.5M +$3.24M +82,102 +29%
BG
52
BlackRock Group
United Kingdom
$14.2M +$546K +13,808 +4%
Goldman Sachs
53
Goldman Sachs
New York
$13.9M +$7.3M +184,827 +110%
BIM
54
BlackRock Investment Management
Delaware
$13.2M -$99.1K -2,507 -0.7%
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$13.1M +$13.1M +331,845 New
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$13M +$1.63M +41,317 +14%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$12.5M +$12.1M +306,330 +3,330%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$12.2M -$115K -2,883 -0.9%
RJA
59
Raymond James & Associates
Florida
$12.2M -$2.26M -57,155 -16%
Truist Financial
60
Truist Financial
North Carolina
$12M +$503K +12,724 +4%
Franklin Resources
61
Franklin Resources
California
$11.7M +$2.97M +75,210 +34%
First Trust Advisors
62
First Trust Advisors
Illinois
$11.5M +$4.38M +110,773 +62%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$11.3M -$281K -7,120 -2%
BlackRock
64
BlackRock
New York
$11.1M +$9.62M +243,321 +636%
Morgan Stanley
65
Morgan Stanley
New York
$11M +$7.55M +191,108 +218%
EGM
66
Espalier Global Management
New York
$10.9M -$2.96M -75,000 -21%
CCP
67
Clarkston Capital Partners
Michigan
$10.8M +$808K +20,440 +8%
RFC
68
Russell Frank Company
Washington
$10.4M +$4.71M +130,109 +83%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$9.74M -$648K -16,400 -6%
MWNA
70
Marshall Wace North America
New York
$9.72M +$3.85M +97,320 +65%
Charles Schwab
71
Charles Schwab
California
$9.69M +$782K +19,793 +9%
AIG
72
American International Group
New York
$9.65M -$291K -7,355 -3%
CCMLC
73
Cardinal Capital Management LLC (Connecticut)
Connecticut
$9.57M -$12.3M -310,984 -56%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$9.51M -$1.44M -36,514 -13%
AL
75
AJO LP
Pennsylvania
$9.35M +$98.8K +2,500 +1%
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