BR icon

Broadridge

496 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
12.37%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
42
Increased
183
Reduced
176
Closed
43
Calls
$9.95M
Puts
$10.1M
Net Calls
-$168K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
51
UBS AM
Illinois
$31.7M +$2.4M +35,294 +8%
CWAM
52
Columbia Wanger Asset Management
Illinois
$31.2M -$2.56M -37,748 -8%
Kayne Anderson Rudnick Investment Management
53
Kayne Anderson Rudnick Investment Management
California
$31.2M -$460K -6,764 -1%
Morgan Stanley
54
Morgan Stanley
New York
$30.9M +$9.87M +145,274 +47%
CS
55
Credit Suisse
Switzerland
$29.7M -$490K -7,212 -2%
CRM
56
Cramer Rosenthal McGlynn
Connecticut
$28.5M -$6.39M -94,073 -18%
HIM
57
Hermes Investment Management
United Kingdom
$28M +$2.21M +32,581 +9%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$27.9M -$3.35M -49,272 -11%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$26.9M +$68 +1 +0%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$26.1M +$193K +2,836 +0.7%
TCIM
61
TIAA CREF Investment Management
New York
$25.9M -$9.08M -133,617 -26%
SAM
62
Sawgrass Asset Management
Florida
$24.8M +$3.45M +50,840 +16%
Charles Schwab
63
Charles Schwab
California
$24.4M +$1.95M +28,636 +9%
Ameriprise
64
Ameriprise
Minnesota
$23.6M +$613K +9,024 +3%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$23.3M -$1.6M -23,573 -6%
AAM
66
AMI Asset Management
California
$23.2M -$324K -4,770 -1%
Truist Financial
67
Truist Financial
North Carolina
$21M -$3.25M -47,801 -13%
PPA
68
Parametric Portfolio Associates
Washington
$20.8M +$1.36M +20,078 +7%
APG Asset Management
69
APG Asset Management
Netherlands
$20.7M -$1.1M -16,157 -5%
Canada Life
70
Canada Life
Manitoba, Canada
$20.4M +$406K +5,983 +2%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$19.6M +$408K +5,998 +2%
Citigroup
72
Citigroup
New York
$18.8M +$17.6M +258,731 +1,406%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$18.3M +$328K +4,831 +2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$18.2M +$177K +2,610 +1%
SEI Investments
75
SEI Investments
Pennsylvania
$17.7M +$127K +1,870 +0.7%