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Broadridge
BR

Overview Fund Activity

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$510M
2
Wells Fargo
Wells Fargo
California
$97.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$31.5M
4
Fidelity International
Fidelity International
Bermuda
$44.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
EAM
Eagle Asset Management
Florida
$1.96M
4
GAM
Gotham Asset Management
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$18.7M +$1.16M +17,531 +7%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$17.9M -$1.57M -23,700 -8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$17.6M +$1.21M +18,274 +7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$17.6M -$1.93M -29,073 -10%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$17.5M +$25.9K +391 +0.1%
Credit Agricole
81
Credit Agricole
France
$17.4M -$3.94M -59,382 -18%
SEI Investments
82
SEI Investments
Pennsylvania
$17.2M +$397K +5,981 +2%
RG
83
Rathbones Group
United Kingdom
$16.9M – – –
VOYA Investment Management
84
VOYA Investment Management
Georgia
$16.6M +$1.47M +22,233 +10%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$16.2M -$438K -6,600 -3%
AIG
86
American International Group
New York
$15.4M +$90.9K +1,371 +0.6%
HCM
87
Hilton Capital Management
New York
$15.3M +$2.13M +32,080 +16%
Citadel Advisors
88
Citadel Advisors
Florida
$14.9M -$13.5K -204 -0.1%
CCM
89
Copeland Capital Management
Pennsylvania
$14.7M -$3.38M -51,009 -19%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M -$272K -4,100 -2%
DP
91
Dearborn Partners
Illinois
$13.8M +$457K +6,889 +3%
BlackRock
92
BlackRock
New York
$13.6M +$713K +10,761 +6%
Asset Management One
93
Asset Management One
Japan
$13.3M +$5.92M +89,255 +80%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$13.1M +$2.27M +34,294 +21%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$13M +$4.13M +62,356 +47%
Prudential Financial
96
Prudential Financial
New Jersey
$13M -$7.65M -115,430 -37%
BA
97
BlackRock Advisors
Delaware
$11.5M +$480K +7,241 +4%
SW
98
SVB Wealth
Massachusetts
$11.4M +$2M +30,126 +21%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$10.8M +$343K +5,175 +3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.8M -$2.86M -43,189 -21%
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4
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