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Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.26B
2
State Street
State Street
Massachusetts
$421M
3
Vanguard Group
Vanguard Group
Pennsylvania
$952M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
Barclays
Barclays
United Kingdom
$35.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$155M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.2M
4
IGM
Incline Global Management
New York
$0
5
FMI
Fiduciary Management Inc
Wisconsin
$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Ardevora Asset Management
United Kingdom
$39.3M -$5.28M -58,280 -12%
MAM
52
Martingale Asset Management
Massachusetts
$37.4M -$3.13M -34,501 -8%
Charles Schwab
53
Charles Schwab
California
$36.1M +$1.24M +13,717 +4%
Ameriprise
54
Ameriprise
Minnesota
$36.1M -$1.14M -12,638 -3%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$35.9M -$996 -11 -0%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$35.7M +$2.69M +29,643 +8%
HIM
57
Hermes Investment Management
United Kingdom
$35.6M +$2.66M +29,314 +8%
Barclays
58
Barclays
United Kingdom
$35.3M +$31.7M +350,081 +894%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$33.2M +$2M +22,073 +6%
DIA
60
Dana Investment Advisors
Wisconsin
$30.9M -$386K -4,265 -1%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$28.3M -$144K -1,591 -0.5%
First Trust Advisors
62
First Trust Advisors
Illinois
$28.3M +$2.96M +32,628 +12%
AAM
63
AMI Asset Management
California
$28.3M -$1.23M -13,601 -4%
SAM
64
Sawgrass Asset Management
Florida
$27.8M -$31.7K -350 -0.1%
RG
65
Rathbones Group
United Kingdom
$27.7M – – –
CWAM
66
Columbia Wanger Asset Management
Illinois
$27.1M – – –
CS
67
Credit Suisse
Switzerland
$26.9M +$8.18M +90,280 +44%
PPA
68
Parametric Portfolio Associates
Washington
$26.2M +$398K +4,399 +2%
HCM
69
Hilton Capital Management
New York
$25.9M +$3.72M +41,030 +17%
Truist Financial
70
Truist Financial
North Carolina
$25.8M -$1.44M -15,944 -5%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$25.1M +$1.84M +20,282 +8%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$25.1M +$1.01M +11,189 +4%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$23.5M +$38.2K +422 +0.2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$22.7M -$432K -4,773 -2%
AIG
75
American International Group
New York
$22.1M +$291K +3,209 +1%
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