Broadridge
410 hedge funds and large institutions have $5.01B invested in Broadridge in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 143 reducing their positions, and 43 closing their positions.
226% more call options, than puts
Call options by funds: $4.43M | Put options by funds: $1.36M
2% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 143
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
0.65% less ownership
Funds ownership: 84.38% → 83.73% (-0.65%)
1% less funds holding
Funds holding: 415 → 410 (-5)
11% less capital invested
Capital invested by funds: $5.64B → $5.01B (-$629M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$23.5M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$23.1M |
| 3 |
Morgan Stanley
New York
|
+$22M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$20.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$59.8M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$29.9M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$29.4M |
| 4 |
Two Sigma Investments
New York
|
-$18.5M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$17.9M |
BR Hedge Fund Activity: Q2 2015 in Review
410 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2015, worth a combined $5.01B — down 11% from $5.64B a quarter earlier.
Fund positioning in BR was balanced in Q2 2015: 43 funds opened new positions, 43 closed out, 146 added to existing stakes and 143 trimmed.
The largest buyer was Prudential plc, opening a new position worth an estimated $23.5M. The largest seller was Westwood Holdings Group, cutting an estimated $59.8M.
- 410 institutional investors held Broadridge (BR) as of Q2 2015, down from 415 in Q1 2015.
- Funds reported $5.01B of Broadridge stock for Q2 2015, down 11% quarter-over-quarter.
- 43 funds opened new Broadridge positions in Q2 2015 and 43 closed out, a net change of 0 holders.
- The largest Broadridge buyer in Q2 2015 was Prudential plc, an estimated $23.5M added.
- The largest Broadridge seller in Q2 2015 was Westwood Holdings Group, an estimated $59.8M sold.
Based on aggregated 13F filings for Q2 2015.