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Broadridge
BR

Overview Fund Activity

530 hedge funds and large institutions have $6.76B invested in Broadridge in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 200 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
14.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
62
Increased
168
Reduced
200
Closed
30
Calls
$2.88M
Puts
$11.8M
Net Calls
-$8.95M
Net Calls Change
-$10.8M

Top Buyers

1
Invesco
Invesco
Georgia
$38.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$28.5M
3
AAM
AMI Asset Management
California
$24.7M
4
SAM
Sawgrass Asset Management
Florida
$22.8M
5
State Street
State Street
Massachusetts
$292M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$68.5M
2
RCM
Riverhead Capital Management
Delaware
$758K
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$44.6M
4
AI
Analytic Investors
California
$32.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$11.1M +$11.1M +163,043 +16,304%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$11M -$2.27M -33,503 -17%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$10.7M -$44.8K -661 -0.4%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$10.7M +$25.1K +370 +0.2%
CC
105
Cipher Capital
New York
$10.6M +$9.51M +140,248 +846%
BJ
106
BlackRock Japan
Japan
$10.6M -$296K -4,366 -3%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6M +$367K +5,418 +4%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$10.3M -$5.02K -74 -0%
SI
109
Scout Investments
Missouri
$9.92M -$725K -10,692 -7%
SW
110
SVB Wealth
Massachusetts
$9.64M +$613K +9,045 +7%
GC
111
Guggenheim Capital
Illinois
$9.07M -$1.71M -25,171 -16%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$9.06M -$7.67M -113,186 -46%
UCFA
113
United Capital Financial Advisors
Texas
$9.05M +$395K +5,833 +5%
PI
114
Putnam Investments
Massachusetts
$8.89M +$114K +1,685 +1%
BFM
115
Boston Financial Management
Massachusetts
$8.48M +$80.5K +1,187 +1%
KAM
116
Keeley Asset Management
Illinois
$8.24M -$653K -9,630 -7%
MFWM
117
Motley Fool Wealth Management
Virginia
$8.08M -$13.7K -202 -0.2%
FTIOP
118
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.04M +$67.3K +993 +0.8%
EA
119
Emerald Acquisition
Washington
$7.96M -$5.86M -86,515 -42%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$7.86M -$32.6K -481 -0.4%
BCM
121
Bridgeway Capital Management
Texas
$7.7M +$7.7M +113,600 New
Asset Management One
122
Asset Management One
Japan
$7.54M -$797K -11,823 -10%
CIM
123
Calvert Investment Management
Maryland
$7.41M -$410K -6,055 -5%
FQ
124
First Quadrant
California
$7.41M +$3.71M +54,708 +100%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$7.39M +$6.82M +100,607 +1,189%
3 4
5
6 7