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Broadridge
BR

Overview Fund Activity

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$510M
2
Wells Fargo
Wells Fargo
California
$97.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$31.5M
4
Fidelity International
Fidelity International
Bermuda
$44.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
EAM
Eagle Asset Management
Florida
$1.96M
4
GAM
Gotham Asset Management
New York
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M – – –
BJ
102
BlackRock Japan
Japan
$10.4M +$83.1K +1,253 +0.8%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$10.2M +$89.7K +1,353 +0.9%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$9.81M -$1.84M -27,712 -16%
GC
105
Guggenheim Capital
Illinois
$9.76M +$898K +13,549 +10%
UCFA
106
United Capital Financial Advisors
Texas
$9.76M +$911K +13,741 +10%
GIA
107
Gateway Investment Advisers
Ohio
$9.26M -$2.16M -32,517 -19%
TA
108
Teachers Advisors
New York
$8.83M +$2.33M +35,200 +36%
BFM
109
Boston Financial Management
Massachusetts
$8.76M +$468K +7,053 +6%
PI
110
Putnam Investments
Massachusetts
$8.53M -$165K -2,492 -2%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$8.23M +$8.23M +123,093 New
FTIOP
112
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.07M +$205K +3,085 +3%
MFWM
113
Motley Fool Wealth Management
Virginia
$7.95M +$48.5K +731 +0.6%
WRF
114
Waddell & Reed Financial
Kansas
$7.95M +$2.38M +35,860 +43%
KAM
115
Keeley Asset Management
Illinois
$7.72M -$334K -5,035 -4%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$7.69M +$928 +14 +0%
BCM
117
Bridgeway Capital Management
Texas
$7.53M – – –
CIM
118
Calvert Investment Management
Maryland
$6.94M -$315K -4,758 -4%
ACI
119
AMP Capital Investors
Australia
$6.86M +$3.98M +59,538 +138%
CG
120
Colony Group
Massachusetts
$6.64M +$161K +2,433 +2%
Comerica Bank
121
Comerica Bank
Texas
$6.6M +$536K +8,087 +9%
WBC
122
Westpac Banking Corp
Australia
$6.54M -$231K -3,500 -3%
AAF
123
Andra AP-fonden
Sweden
$6.5M +$338K +5,100 +5%
MAM
124
Martingale Asset Management
Massachusetts
$6.29M -$9.75M -147,015 -61%
CFB
125
Cullen/Frost Bankers
Texas
$6.19M -$378K -5,695 -6%
3 4
5
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