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Broadridge
BR

Overview Fund Activity

503 hedge funds and large institutions have $6.78B invested in Broadridge in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+39
Holders Change %
+8.41%
% of All Funds
13.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
81
Increased
166
Reduced
175
Closed
33
Calls
$6.33M
Puts
$4.5M
Net Calls
+$1.83M
Net Calls Change
+$64K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$359M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$160M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$51.4M
4
CWAM
Columbia Wanger Asset Management
Illinois
$48.2M
5
State Street
State Street
Massachusetts
$262M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$2.65M
2
VNIM
Vaughan Nelson Investment Management
Texas
$109M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$28.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$10.9M
5
FMI
Fiduciary Management Inc
Wisconsin
$96M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
76
Hermes Investment Management
United Kingdom
$16.9M -$9.02M -138,379 -35%
Credit Agricole
77
Credit Agricole
France
$16.4M +$1.6M +24,602 +11%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$16.3M -$352K -5,402 -2%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$16.1M -$7.73M -118,483 -32%
Morgan Stanley
80
Morgan Stanley
New York
$15.6M +$2.4M +36,782 +18%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$14.9M +$277K +4,251 +2%
AIG
82
American International Group
New York
$14.9M -$241K -3,693 -2%
BlackRock
83
BlackRock
New York
$14.8M +$4.54M +69,553 +44%
Grantham, Mayo, Van Otterloo & Co (GMO)
84
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.6M +$12.3M +187,906 +516%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M – – –
CS
86
Credit Suisse
Switzerland
$14.2M +$6.28M +96,370 +79%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$14.1M -$3.69M -56,560 -21%
EA
88
Emerald Acquisition
Washington
$13.3M +$13.3M +203,945 New
Natixis Advisors
89
Natixis Advisors
Massachusetts
$12.8M -$5.03M -77,154 -28%
DP
90
Dearborn Partners
Illinois
$12.8M +$711K +10,904 +6%
HCM
91
Hilton Capital Management
New York
$12M +$11.7M +179,751 +3,777%
MTB
92
Mizuho Trust & Banking
Japan
$11.5M +$11.5M +177,028 New
GIA
93
Gateway Investment Advisers
Ohio
$11.2M -$1.33M -20,369 -11%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$10.9M -$46.2M -709,187 -81%
Harris Associates
95
Harris Associates
Illinois
$10.8M -$23.9M -366,478 -69%
BA
96
BlackRock Advisors
Delaware
$10.7M +$6.79M +104,132 +176%
Millennium Management
97
Millennium Management
New York
$10.6M -$4.37M -67,064 -29%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$10.6M -$259K -3,864 -2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M +$243K +3,724 +2%
BJ
100
BlackRock Japan
Japan
$10.5M +$9.64M +147,792 +1,167%
2 3
4
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