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Broadridge
BR

Overview Fund Activity

458 hedge funds and large institutions have $5.46B invested in Broadridge in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 138 reducing their positions, and 34 closing their positions.

Holders
458
Holders Change
+44
Holders Change %
+10.63%
% of All Funds
12.03%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
80
Increased
168
Reduced
138
Closed
34
Calls
$2.89M
Puts
$2.96M
Net Calls
-$73K
Net Calls Change
-$2.07M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$77.7M
2
Fidelity International
2
Fidelity International
Bermuda
$55.5M
3
AI
3
Analytic Investors
California
$59.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$31.2M
5
CIC
5
Crawford Investment Counsel
Georgia
$32.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.98M
2
Harris Associates
2
Harris Associates
Illinois
$104M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$120M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.1M
5
GAM
5
Gotham Asset Management
New York
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
76
Charles Schwab
California
$14.8M 275,459 -113,103 -29%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$14.2M 263,874 +21,918 +9%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$13.6M 252,653 -63,850 -20%
GIA
79
Gateway Investment Advisers
Ohio
$12.8M 238,767 +10,316 +5%
GAM
80
Gotham Asset Management
New York
$12.5M 232,273 -678,497 -74%
AIG
81
American International Group
New York
$12.4M 231,332 -5,691 -2%
LAM
82
Lapides Asset Management
Connecticut
$12.2M 226,500 -78,400 -26%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$12M 223,580 +2,700 +1%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$11.9M 222,123 +3,487 +2%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$11.9M 222,006 +249 +0.1%
WI
86
WBI Investments
New Jersey
$11.7M 216,825 +216,825 New
GT
87
Glenmede Trust
Pennsylvania
$10.4M 194,020 +188,186 +3,226%
Capital Fund Management (CFM)
88
Capital Fund Management (CFM)
France
$10.3M 191,239 +157,339 +464%
GC
89
Guggenheim Capital
Illinois
$10.2M 190,088 +148,110 +353%
TA
90
Teachers Advisors
New York
$10.2M 189,384 +50,875 +37%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$9.88M 182,995 +114,387 +167%
EIM
92
Emerson Investment Management
Massachusetts
$9.18M 170,807 +826 +0.5%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$9.07M 168,770 +55,700 +49%
DP
94
Dearborn Partners
Illinois
$9.03M 168,057 -46,830 -22%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$8.86M 164,842 +10,025 +6%
CS
96
Credit Suisse
Switzerland
$8.74M 162,601 +11,280 +7%
Swiss National Bank
97
Swiss National Bank
Switzerland
$8.53M 158,700 -1,500 -0.9%
Citadel Advisors
98
Citadel Advisors
Florida
$8.45M 157,280 +86,211 +121%
BlackRock
99
BlackRock
New York
$8.42M 156,672 +68,288 +77%
KAM
100
Keeley Asset Management
Illinois
$8.35M 155,389 -7,920 -5%
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