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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
101
Natixis Advisors
Massachusetts
$12.8M -$215K -2,462 -2%
BFM
102
Boston Financial Management
Massachusetts
$12.8M +$187K +2,148 +2%
KBC Group
103
KBC Group
Belgium
$12.6M +$7.03M +80,548 +138%
FTIOP
104
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.3M +$171K +1,956 +1%
Citigroup
105
Citigroup
New York
$12M -$2.89M -33,176 -20%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$12M -$957K -10,973 -8%
Comerica Bank
107
Comerica Bank
Texas
$11.4M -$326K -3,737 -3%
UBS Group
108
UBS Group
Switzerland
$11.3M +$1.04M +11,896 +11%
PI
109
PineBridge Investments
New York
$11.3M -$1.73M -19,872 -14%
ASRS
110
Arizona State Retirement System
Arizona
$11.3M +$2.9M +33,261 +36%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$10.9M +$1.92M +21,956 +22%
LWS
112
Lucia Wealth Services
California
$10.3M +$9.92M +113,652 New
TD Asset Management
113
TD Asset Management
Ontario, Canada
$9.93M +$1.11M +12,740 +13%
WRF
114
Waddell & Reed Financial
Kansas
$9.7M -$828K -9,490 -8%
AP
115
AHL Partners
United Kingdom
$9.32M -$4.63M -53,060 -34%
AG
116
Aperio Group
California
$9.27M +$717K +8,215 +9%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$9.01M +$5.44M +62,400 +168%
MOACM
118
Mutual of America Capital Management
New York
$8.63M -$8.9K -102 -0.1%
BST
119
Bath Savings Trust
Maine
$8.36M -$89.1K -1,021 -1%
BA
120
Boston Advisors
Massachusetts
$8.23M -$242K -2,778 -3%
CG
121
Colony Group
Massachusetts
$8.09M -$466K -5,345 -6%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$8.08M +$3.11M +35,600 +66%
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$8.05M +$631K +7,232 +9%
MC
124
Middleton & Co
Massachusetts
$7.94M -$25.5K -292 -0.3%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$7.88M