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Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
$1.26B
2
State Street
State Street
Massachusetts
$421M
3
Vanguard Group
Vanguard Group
Pennsylvania
$952M
4
Deutsche Bank
Deutsche Bank
Germany
$125M
5
Barclays
Barclays
United Kingdom
$35.3M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$155M
2
NFA
Nationwide Fund Advisors
Ohio
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.2M
4
IGM
Incline Global Management
New York
$0
5
FMI
Fiduciary Management Inc
Wisconsin
$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
76
Dearborn Partners
Illinois
$19.7M -$808K -8,925 -4%
Canada Life
77
Canada Life
Manitoba, Canada
$19.6M -$10.1M -112,058 -34%
SIC
78
Schwartz Investment Counsel
Michigan
$19.6M – – –
PI
79
PGGM Investments
Netherlands
$19.4M -$998K -11,020 -5%
GC
80
Guggenheim Capital
Illinois
$19.3M +$6.25M +68,958 +48%
Prudential Financial
81
Prudential Financial
New Jersey
$19.1M +$10.3M +113,570 +117%
Asset Management One
82
Asset Management One
Japan
$18.9M +$2.16M +23,798 +13%
SEI Investments
83
SEI Investments
Pennsylvania
$18.2M -$2.42M -26,744 -12%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$17.9M -$245K -2,700 -1%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.8M +$2.18M +24,038 +14%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$17.4M -$564K -6,229 -3%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$17M +$7.32M +80,787 +75%
KLWA
88
Kelly Lawrence W & Associates
California
$16.7M -$11.3K -125 -0.1%
SW
89
SVB Wealth
Massachusetts
$16.3M +$485K +5,352 +3%
CCM
90
Copeland Capital Management
Pennsylvania
$15.6M +$148K +1,636 +1%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$15.3M +$42.2K +466 +0.3%
AAF
92
Andra AP-fonden
Sweden
$14.5M +$4.38M +48,400 +43%
MFWM
93
Motley Fool Wealth Management
Virginia
$14M +$167K +1,844 +1%
Macquarie Group
94
Macquarie Group
Australia
$13.9M -$1.33M -14,709 -9%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M +$7.88K +87 +0.1%
TA
96
Teachers Advisors
New York
$13.8M +$2.51M +27,734 +22%
FNBOO
97
First National Bank of Omaha
Nebraska
$13.7M +$126K +1,746 +0.9%
UCFA
98
United Capital Financial Advisors
Texas
$13.3M -$290K -3,198 -2%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$13.2M -$1.12M -12,310 -8%
WHG
100
Westwood Holdings Group
Texas
$13.1M -$26.7M -294,502 -67%
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