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Broadridge
BR

Overview Fund Activity

415 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
11.07%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
65
Increased
122
Reduced
158
Closed
32
Calls
$9.66M
Puts
$3.69M
Net Calls
+$5.98M
Net Calls Change
+$2.77M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$91.3M
2
JHIU
Janus Henderson Investors US
Colorado
$328M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$40.6M
4
DIA
Dana Investment Advisors
Wisconsin
$31.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$93.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$14.4M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$91.7M
3
VNIM
Vaughan Nelson Investment Management
Texas
$107M
4
TCM
TimesSquare Capital Management
New York
$82.3M
5
Harris Associates
Harris Associates
Illinois
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Greenleaf Trust
Michigan
$24.2M -$673K -12,243 -3%
BA
52
Boston Advisors
Massachusetts
$24M +$912K +16,572 +4%
EAM
53
Eagle Asset Management
Florida
$23.9M -$522K -9,492 -2%
ECM
54
Ensemble Capital Management
California
$22.6M -$73.2K -1,330 -0.3%
BG
55
Bahl & Gaynor
Ohio
$22.6M +$19.5M +354,675 +632%
Principal Financial Group
56
Principal Financial Group
Iowa
$22.4M -$2.94M -53,399 -12%
Two Sigma Investments
57
Two Sigma Investments
New York
$22.1M +$15.6M +283,325 +238%
LAM
58
Lapides Asset Management
Connecticut
$22.1M -$6.13M -111,400 -22%
BG
59
BlackRock Group
United Kingdom
$22M -$4M -72,680 -15%
CC
60
Chubb Corp
New Jersey
$22M – – –
MAA
61
Managed Account Advisors
New Jersey
$21.2M +$3.65M +66,370 +21%
RJA
62
Raymond James & Associates
Florida
$19.5M -$717K -13,028 -4%
RFC
63
Russell Frank Company
Washington
$19.3M -$129K -2,345 -0.7%
Citadel Advisors
64
Citadel Advisors
Florida
$18.9M -$8.03M -145,945 -30%
CFB
65
Cullen/Frost Bankers
Texas
$18.7M +$59.6K +1,084 +0.3%
NFA
66
Nationwide Fund Advisors
Ohio
$18.5M +$2.6M +47,285 +16%
BIM
67
BlackRock Investment Management
Delaware
$18M +$173K +3,153 +1%
MAM
68
Martingale Asset Management
Massachusetts
$17.7M +$2.1M +38,190 +14%
Truist Financial
69
Truist Financial
North Carolina
$17.4M -$983K -17,870 -5%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$16M +$5.4M +98,171 +51%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$15.7M +$4.62M +83,900 +41%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$15.6M +$3.49M +63,513 +29%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$15.4M -$2.35M -42,764 -13%
UBS Group
74
UBS Group
Switzerland
$15.4M +$3.27M +59,387 +27%
Barclays
75
Barclays
United Kingdom
$15.2M +$14.4M +262,164 +1,753%
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