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Broadridge
BR

Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$18.4M +$357K +4,724 +2%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$18.4M -$642K -8,500 -3%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$17.9M -$139K -1,846 -0.8%
DP
79
Dearborn Partners
Illinois
$17.2M +$557K +7,378 +3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$16.3M -$1.36M -18,021 -8%
CCM
81
Copeland Capital Management
Pennsylvania
$16M -$417K -5,524 -3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M -$302K -4,000 -2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$15.2M +$70.6K +934 +0.5%
ACM
84
Alta Capital Management
Utah
$14.7M +$14.7M +195,086 New
Macquarie Group
85
Macquarie Group
Australia
$14.4M +$9.5M +125,686 +193%
Asset Management One
86
Asset Management One
Japan
$14.2M +$110K +1,458 +0.8%
KLWA
87
Kelly Lawrence W & Associates
California
$14M +$431K +5,700 +3%
Credit Agricole
88
Credit Agricole
France
$13.2M -$6.06M -80,201 -31%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M +$174K +2,300 +1%
SW
90
SVB Wealth
Massachusetts
$13.1M +$21.8K +289 +0.2%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$12.7M +$105K +1,393 +0.8%
First Trust Advisors
92
First Trust Advisors
Illinois
$12.5M -$6.46M -85,440 -34%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$12.3M -$183K -2,426 -1%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.6M -$149K -1,969 -1%
UCFA
95
United Capital Financial Advisors
Texas
$11.6M +$105K +1,383 +0.9%
FNBOO
96
First National Bank of Omaha
Nebraska
$11.6M +$1.78M +28,248 +18%
MFWM
97
Motley Fool Wealth Management
Virginia
$11.5M +$2.63M +34,846 +30%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$11.5M -$84.6K -1,119 -0.7%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$11.4M +$1.87M +24,747 +20%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$11.2M -$2.64M -34,927 -19%
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