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Broadridge
BR

316 hedge funds and large institutions have $3.33B invested in Broadridge in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 11

53% more call options, than puts

Call options by funds: $5.87M | Put options by funds: $3.83M

15% more capital invested

Capital invested by funds: $2.9B → $3.33B (+$426M)

12% more funds holding

Funds holding: 282 → 316 (+34)

0.71% more ownership

Funds ownership: 90.07% → 90.78% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

Holders
316
Holders Change
+34
Holders Change %
+12.06%
% of All Funds
10.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
49
Increased
103
Reduced
107
Closed
11
Calls
$5.87M
Puts
$3.83M
Net Calls
+$2.04M
Net Calls Change
+$1.51M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$29.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$23.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$22.1M
4
SAM
Southernsun Asset Management
Tennessee
+$15M
5
Renaissance Technologies
Renaissance Technologies
New York
+$14.5M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$60.8M
2
Artisan Partners
Artisan Partners
Wisconsin
-$47.9M
3
KeyBank National Association
KeyBank National Association
Ohio
-$42M
4
CS
Cannell & Spears
New York
-$26.2M
5
FPP
Findlay Park Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
101
Ensemble Capital Management
California
$3.48M +$70.9K +2,385 +2%
Swiss National Bank
102
Swiss National Bank
Switzerland
$3.31M -$181K -6,100 -6%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$3.24M -$17.7K -595 -0.6%
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$3.18M +$588K +19,790 +25%
Jane Street
105
Jane Street
New York
$3.06M +$2.49M +83,779 +660%
ASRS
106
Arizona State Retirement System
Arizona
$2.96M -$14.9K -500 -0.5%
UBS AM
107
UBS AM
Illinois
$2.88M – – –
CCMH
108
Cornerstone Capital Management Holdings
New York
$2.85M +$2.48M +83,403 +1,300%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$2.83M -$205K -6,910 -7%
Morgan Stanley
110
Morgan Stanley
New York
$2.79M -$123K -4,142 -5%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$2.79M -$76.1K -2,562 -3%
Macquarie Group
112
Macquarie Group
Australia
$2.73M -$238K -8,000 -9%
GC
113
Guggenheim Capital
Illinois
$2.61M +$192K +6,474 +9%
MIU
114
Man Investments (UK)
United Kingdom
$2.48M +$2.32M +78,207 New
HSBC Holdings
115
HSBC Holdings
United Kingdom
$2.44M -$1.84M -62,039 -45%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$2.44M -$395K -13,300 -15%
TCM
117
Tributary Capital Management
Nebraska
$2.44M +$2.28M +76,735 New
Federated Hermes
118
Federated Hermes
Pennsylvania
$2.42M -$28K -942 -1%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$2.41M +$78.8K +2,650 +4%
HPCM
120
High Pointe Capital Management
Illinois
$2.33M – – –
MOACM
121
Mutual of America Capital Management
New York
$2.28M -$3.18K -107 -0.1%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$2.22M +$2.08M +70,000 New
ARM
123
Adirondack Research & Management
New York
$2.1M – – –
NPIT
124
National Penn Investors Trust
Pennsylvania
$2.07M +$22.3K +750 +1%
MSA
125
Mason Street Advisors
Wisconsin
$1.97M -$300K -10,080 -14%
3 4
5
6 7

BR Hedge Fund Activity: Q3 2013 in Review

316 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2013, worth a combined $3.33B — up 15% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BR positions and 11 closed out — a net gain of 38 holders — while 103 added to existing stakes and 107 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $29.9M. The largest seller was Janus Henderson Investors US, cutting an estimated $60.8M.

  • 316 institutional investors held Broadridge (BR) as of Q3 2013, up from 282 in Q2 2013.
  • Funds reported $3.33B of Broadridge stock for Q3 2013, up 15% quarter-over-quarter.
  • 49 funds opened new Broadridge positions in Q3 2013 and 11 closed out, a net change of +38 holders.
  • The largest Broadridge buyer in Q3 2013 was VOYA Investment Management, an estimated $29.9M added.
  • The largest Broadridge seller in Q3 2013 was Janus Henderson Investors US, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2013.