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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
$110M
2
BIT
BlackRock Institutional Trust
California
$155M
3
JHIU
Janus Henderson Investors US
Colorado
$178M
4
Prudential Financial
Prudential Financial
New Jersey
$31.9M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$26.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$50.6M
2
Artisan Partners
Artisan Partners
Wisconsin
$61.3M
3
KAM
Keeley Asset Management
Illinois
$36.9M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EGM
Espalier Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$4.59M +$776K +20,900 +20%
AI
102
Analytic Investors
California
$4.56M -$14.3K -385 -0.3%
TPSF
103
Texas Permanent School Fund
Texas
$4.48M -$180K -4,835 -4%
Citadel Advisors
104
Citadel Advisors
Florida
$4.29M -$11.8M -318,862 -73%
WC
105
Walthausen & Co
New York
$4.22M +$1.45M +38,949 +52%
PI
106
PGGM Investments
Netherlands
$4.14M +$203K +5,453 +5%
Comerica Bank
107
Comerica Bank
Texas
$4.09M +$312K +8,405 +8%
CAM
108
Capstone Asset Management
Texas
$4.08M +$97.6K +2,629 +2%
Canada Life
109
Canada Life
Manitoba, Canada
$4.03M -$44.3K -1,200 -1%
TA
110
Teachers Advisors
New York
$4.01M -$189K -5,100 -5%
TCM
111
Tributary Capital Management
Nebraska
$3.96M +$1.12M +30,140 +39%
NCCM
112
Nine Chapters Capital Management
New Jersey
$3.96M +$891K +24,000 +29%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$3.89M +$78K +2,101 +2%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.81M +$3.02M +81,400 +383%
CA
115
Commerzbank Aktiengesellschaft
Germany
$3.79M +$3.36M +90,510 +779%
Federated Hermes
116
Federated Hermes
Pennsylvania
$3.78M +$905K +24,350 +31%
UBS AM
117
UBS AM
Illinois
$3.59M +$160K +4,300 +5%
WCAM
118
West Coast Asset Management
California
$3.34M -$2.1M -56,674 -39%
CPC
119
Cookson Peirce & Co
Pennsylvania
$3.34M – – –
FAM
120
Fred Alger Management
New York
$3.3M +$3.3M +88,825 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$3.25M +$38.4K +1,033 +1%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$3.22M +$5.94K +160 +0.2%
Macquarie Group
123
Macquarie Group
Australia
$3.2M – – –
WCM
124
Winton Capital Management
United Kingdom
$3.16M +$1.27M +34,244 +67%
MWR
125
McAdams Wright Ragen
Washington
$3.02M +$3.02M +81,276 New
3 4
5
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