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Broadridge
BR

Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Guggenheim Capital
Illinois
$10.9M +$1.88M +24,914 +21%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$10.8M -$4.25M -56,282 -28%
JAM
103
Jupiter Asset Management
United Kingdom
$10.7M +$2.68M +35,500 +33%
SIC
104
Schwartz Investment Counsel
Michigan
$10.6M +$10.6M +140,900 New
BFM
105
Boston Financial Management
Massachusetts
$10.6M +$174K +2,301 +2%
Citadel Advisors
106
Citadel Advisors
Florida
$10.4M +$7.2M +95,293 +225%
PI
107
PineBridge Investments
New York
$10.4M -$278K -3,675 -3%
Barclays
108
Barclays
United Kingdom
$10.1M -$4.82M -63,832 -32%
WRF
109
Waddell & Reed Financial
Kansas
$10.1M +$56.7K +750 +0.6%
FTIOP
110
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.82M +$591K +7,819 +6%
GIA
111
Gateway Investment Advisers
Ohio
$9.53M -$90.9K -1,203 -0.9%
TA
112
Teachers Advisors
New York
$9.18M -$358K -4,738 -4%
CG
113
Colony Group
Massachusetts
$9.06M +$1.07M +14,157 +13%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$8.75M +$69.5K +920 +0.8%
Comerica Bank
115
Comerica Bank
Texas
$8.03M -$200K -2,638 -2%
AAF
116
Andra AP-fonden
Sweden
$7.38M -$90.7K -1,200 -1%
BA
117
Boston Advisors
Massachusetts
$7.37M -$276K -3,649 -4%
MOACM
118
Mutual of America Capital Management
New York
$7.27M +$165K +2,188 +2%
BST
119
Bath Savings Trust
Maine
$7.16M +$81.8K +1,082 +1%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$7.03M +$1.13M +14,900 +19%
AG
121
Aperio Group
California
$6.77M +$618K +8,182 +10%
MC
122
Middleton & Co
Massachusetts
$6.66M +$386K +5,114 +6%
WBC
123
Westpac Banking Corp
Australia
$6.65M -$1.06M -14,000 -14%
ASRS
124
Arizona State Retirement System
Arizona
$6.62M -$363K -4,800 -5%
TPSF
125
Texas Permanent School Fund
Texas
$6.49M +$15.9K +211 +0.2%
3 4
5
6 7