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Broadridge

520 hedge funds and large institutions have $7.96B invested in Broadridge in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

18% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.85M

7% more capital invested

Capital invested by funds: $7.44B → $7.96B (+$522M)

2% more funds holding

Funds holding: 508520 (+12)

0.83% more ownership

Funds ownership: 83.8%84.63% (+0.83%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 196

Holders
520
Holders Change
+12
Holders Change %
+2.36%
% of All Funds
12.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
50
Increased
171
Reduced
196
Closed
31
Calls
$3.37M
Puts
$2.85M
Net Calls
+$523K
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$11.6M -$45.7K -594 -0.4%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$11.6M -$7.22M -93,789 -40%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$11.6M +$49.2K +639 +0.4%
BFM
104
Boston Financial Management
Massachusetts
$11.2M -$78.3K -1,017 -0.7%
GAM
105
Gotham Asset Management
New York
$10.9M +$10.4M +134,668 New
FTIOP
106
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.8M +$297K +3,863 +3%
Comerica Bank
107
Comerica Bank
Texas
$10.5M +$1.28M +16,640 +16%
TA
108
Teachers Advisors
New York
$10.1M +$280K +3,641 +3%
WRF
109
Waddell & Reed Financial
Kansas
$9.43M -$1.28M -16,580 -12%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$9.29M -$71.2K -924 -0.8%
UBS Group
111
UBS Group
Switzerland
$9.11M +$2.33M +30,251 +37%
AAF
112
Andra AP-fonden
Sweden
$9.06M +$1.11M +14,400 +15%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$8.68M -$3.1M -40,245 -27%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$7.92M +$374K +4,861 +5%
QIM
115
Quantitative Investment Management
Virginia
$7.9M +$2.38M +30,900 +46%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$7.83M +$949K +12,329 +15%
Prudential Financial
117
Prudential Financial
New Jersey
$7.83M +$1.77M +22,922 +31%
GIA
118
Gateway Investment Advisers
Ohio
$7.72M -$2.36M -30,630 -24%
MOACM
119
Mutual of America Capital Management
New York
$7.71M -$61.7K -801 -0.8%
CG
120
Colony Group
Massachusetts
$7.65M -$1.94M -25,139 -21%
AG
121
Aperio Group
California
$7.6M +$344K +4,465 +5%
BA
122
Boston Advisors
Massachusetts
$7.57M -$295K -3,830 -4%
BST
123
Bath Savings Trust
Maine
$7.54M -$111K -1,445 -2%
ASRS
124
Arizona State Retirement System
Arizona
$7.37M +$276K +3,580 +4%
MC
125
Middleton & Co
Massachusetts
$7.11M -$16.6K -216 -0.2%