Broadridge
465 hedge funds and large institutions have $5.99B invested in Broadridge in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 160 reducing their positions, and 45 closing their positions.
59% more call options, than puts
Call options by funds: $4.76M | Put options by funds: $3M
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
10% more capital invested
Capital invested by funds: $5.46B → $5.99B (+$525M)
2% more funds holding
Funds holding: 458 → 465 (+7)
1.23% more ownership
Funds ownership: 85.89% → 87.12% (+1.2%)
5% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 160
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$92.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$88.7M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$55M |
| 4 |
ACM
Apex Capital Management
Dayton,
Ohio
|
+$33M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$76.9M |
| 2 |
Renaissance Technologies
New York
|
-$43.4M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$30.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$28.3M |
| 5 |
Morgan Stanley
New York
|
-$20.7M |
BR Hedge Fund Activity: Q1 2016 in Review
465 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2016, worth a combined $5.99B — up 9.6% from $5.46B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BR positions and 45 closed out — a net gain of 8 holders — while 168 added to existing stakes and 160 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $92.1M. The largest seller was Harris Associates, cutting an estimated $76.9M.
- 465 institutional investors held Broadridge (BR) as of Q1 2016, up from 458 in Q4 2015.
- Funds reported $5.99B of Broadridge stock for Q1 2016, up 9.6% quarter-over-quarter.
- 53 funds opened new Broadridge positions in Q1 2016 and 45 closed out, a net change of +8 holders.
- The largest Broadridge buyer in Q1 2016 was Royal London Asset Management, an estimated $92.1M added.
- The largest Broadridge seller in Q1 2016 was Harris Associates, an estimated $76.9M sold.
Based on aggregated 13F filings for Q1 2016.