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Broadridge

519 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
30
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
51
Martingale Asset Management
Massachusetts
$36.2M +$31.4M +387,985 +649%
WHG
52
Westwood Holdings Group
Texas
$35.5M -$26.9M -332,902 -43%
Renaissance Technologies
53
Renaissance Technologies
New York
$35.5M +$35.5M +439,064 New
IGM
54
Incline Global Management
New York
$35.1M +$35.1M +434,248 New
Ameriprise
55
Ameriprise
Minnesota
$33.2M +$4.38M +54,238 +15%
Kayne Anderson Rudnick Investment Management
56
Kayne Anderson Rudnick Investment Management
California
$32M -$5.31M -65,675 -14%
Charles Schwab
57
Charles Schwab
California
$31.1M +$950K +11,758 +3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$29.5M -$724K -8,957 -2%
HIM
59
Hermes Investment Management
United Kingdom
$29.4M -$1.89M -23,342 -6%
DIA
60
Dana Investment Advisors
Wisconsin
$27.9M -$2.97M -36,776 -10%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$27.8M -$1.48M -18,340 -5%
Canada Life
62
Canada Life
Manitoba, Canada
$26.5M +$3.22M +39,948 +14%
AAM
63
AMI Asset Management
California
$26.3M -$54.2K -671 -0.2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$25.4M +$2.42M +29,934 +11%
SAM
65
Sawgrass Asset Management
Florida
$24.9M -$4.15M -51,350 -14%
RG
66
Rathbones Group
United Kingdom
$24.7M
Truist Financial
67
Truist Financial
North Carolina
$24.3M -$550K -6,810 -2%
CWAM
68
Columbia Wanger Asset Management
Illinois
$24.2M +$346K +4,278 +1%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$23.5M
PPA
70
Parametric Portfolio Associates
Washington
$23M +$616K +7,621 +3%
First Trust Advisors
71
First Trust Advisors
Illinois
$22.6M +$9.19M +113,768 +69%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$21.5M +$456K +5,643 +2%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$20.9M +$8.66M +107,209 +71%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$20.8M +$1.14M +14,098 +6%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$20.7M -$399K -4,935 -2%