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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
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$31.8M -$2.55M -33,810 -7%
HIM
52
Hermes Investment Management
United Kingdom
$29.2M -$1.88M -24,816 -6%
CRM
53
Cramer Rosenthal McGlynn
Connecticut
$29.1M -$2.51M -33,281 -8%
DIA
54
Dana Investment Advisors
Wisconsin
$28.8M -$10.2M -134,807 -26%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$28.2M -$742K -9,814 -3%
Charles Schwab
56
Charles Schwab
California
$28.2M +$1.09M +14,416 +4%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$27.4M -$2.5M -33,131 -8%
SAM
58
Sawgrass Asset Management
Florida
$27.1M -$432K -5,720 -2%
Ameriprise
59
Ameriprise
Minnesota
$27M +$699K +9,248 +3%
PI
60
PGGM Investments
Netherlands
$26.2M -$9.09M -120,317 -26%
AAM
61
AMI Asset Management
California
$24.7M -$1.18M -15,606 -5%
Truist Financial
62
Truist Financial
North Carolina
$23.3M -$86.6K -1,146 -0.4%
RG
63
Rathbones Group
United Kingdom
$23.1M +$3.82M +50,500 +20%
Citigroup
64
Citigroup
New York
$22.8M +$1.83M +24,181 +9%
APG Asset Management
65
APG Asset Management
Netherlands
$22.7M -$332K -4,400 -1%
CWAM
66
Columbia Wanger Asset Management
Illinois
$22.3M -$12.4M -164,065 -36%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$21.9M -$27.7M -366,716 -56%
Canada Life
68
Canada Life
Manitoba, Canada
$21.8M -$933K -12,371 -4%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$21.5M -$266K -3,520 -1%
PPA
70
Parametric Portfolio Associates
Washington
$21M -$2.12M -28,068 -9%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$19.7M -$571K -7,558 -3%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$19.6M -$698K -9,232 -3%
HCM
73
Hilton Capital Management
New York
$19.1M -$19.7K -261 -0.1%
SEI Investments
74
SEI Investments
Pennsylvania
$18.5M -$1.25M -16,499 -6%
CS
75
Credit Suisse
Switzerland
$18.5M -$14.5M -192,258 -44%
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