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Broadridge
BR

Overview Fund Activity

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$510M
2
Wells Fargo
Wells Fargo
California
$97.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$31.5M
4
Fidelity International
Fidelity International
Bermuda
$44.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
EAM
Eagle Asset Management
Florida
$1.96M
4
GAM
Gotham Asset Management
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PGGM Investments
Netherlands
$32.9M -$595K -8,976 -2%
First Trust Advisors
52
First Trust Advisors
Illinois
$31.5M +$19.4M +292,593 +160%
EAM
53
Edge Asset Management
Washington
$31.4M +$3.39M +51,185 +12%
Kayne Anderson Rudnick Investment Management
54
Kayne Anderson Rudnick Investment Management
California
$30.8M +$65.8K +992 +0.2%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$30.5M -$3.78M -57,009 -11%
AAM
56
Ardevora Asset Management
United Kingdom
$30M +$332K +5,000 +1%
CS
57
Credit Suisse
Switzerland
$29.4M +$11.4M +171,752 +63%
ECM
58
Ensemble Capital Management
California
$29M +$2.92M +43,990 +11%
UBS AM
59
UBS AM
Illinois
$28.6M -$150K -2,266 -0.5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$28M +$17.5M +264,289 +167%
BIM
61
BlackRock Investment Management
Delaware
$27.8M +$4.74M +71,517 +21%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$26.2M – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$25.4M -$8.47M -127,739 -25%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$25.2M +$688K +10,381 +3%
HIM
65
Hermes Investment Management
United Kingdom
$25.1M +$6.3M +94,999 +33%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$24.3M +$13.4M +202,008 +123%
Truist Financial
67
Truist Financial
North Carolina
$23.7M -$558K -8,422 -2%
AAM
68
AMI Asset Management
California
$23M -$1.2M -18,057 -5%
Ameriprise
69
Ameriprise
Minnesota
$22.4M +$821K +12,386 +4%
Charles Schwab
70
Charles Schwab
California
$21.9M +$1.29M +19,532 +6%
SAM
71
Sawgrass Asset Management
Florida
$20.8M -$1.51M -22,730 -7%
Morgan Stanley
72
Morgan Stanley
New York
$20.5M -$8.48M -127,865 -29%
APG Asset Management
73
APG Asset Management
Netherlands
$20.2M +$6.08M +96,675 +43%
Canada Life
74
Canada Life
Manitoba, Canada
$19.6M -$2.42M -36,427 -11%
PPA
75
Parametric Portfolio Associates
Washington
$18.9M -$3.82M -57,544 -17%
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