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Broadridge
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Overview Fund Activity

626 hedge funds and large institutions have $11.1B invested in Broadridge in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+26
Holders Change %
+4.33%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
86
Increased
179
Reduced
245
Closed
54
Calls
$13.5M
Puts
$16.9M
Net Calls
-$3.38M
Net Calls Change
-$1.22M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
2
APG Asset Management
APG Asset Management
Netherlands
+$80.4M
3
Morgan Stanley
Morgan Stanley
New York
+$73.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$52.6M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$60.3M
2
Deutsche Bank
Deutsche Bank
Germany
-$52.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$49.5M
4
SAM
Southernsun Asset Management
Tennessee
-$37M
5
Fidelity International
Fidelity International
Bermuda
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
101
National Pension Service
South Korea
$15.5M +$15.5M +141,167 New
UCFA
102
United Capital Financial Advisors
Texas
$15.3M -$760K -6,932 -5%
BFM
103
Boston Financial Management
Massachusetts
$15.3M -$209K -1,909 -1%
Citadel Advisors
104
Citadel Advisors
Florida
$15.1M +$10.7M +97,477 +240%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.1M -$1.73M -15,767 -10%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$15M +$1.83M +16,674 +14%
FTIOP
107
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.9M -$41.7K -380 -0.3%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$14.8M -$1.17M -10,631 -7%
FNBOO
109
First National Bank of Omaha
Nebraska
$14.6M -$951K -11,612 -6%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$13.9M +$4.39M +40,000 +46%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$13.4M +$3.65M +33,256 +37%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$13.2M -$1.3M -11,844 -9%
ASRS
113
Arizona State Retirement System
Arizona
$13.1M -$592K -5,400 -4%
PI
114
PineBridge Investments
New York
$13M -$667K -6,077 -5%
Comerica Bank
115
Comerica Bank
Texas
$12.7M -$498K -4,487 -4%
GIA
116
Gateway Investment Advisers
Ohio
$12.4M +$7.14M +65,120 +135%
Man Group
117
Man Group
United Kingdom
$12M +$12M +109,642 New
AG
118
Aperio Group
California
$11.9M +$651K +5,930 +6%
UBS Group
119
UBS Group
Switzerland
$11.6M -$2.11M -19,231 -15%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$11M +$41.4K +377 +0.4%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$10.8M -$1.24M -11,319 -10%
O
122
OppenheimerFunds
New York
$10.7M +$9.2M +83,910 +607%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$10.5M +$7.67M +69,894 +266%
AAF
124
Andra AP-fonden
Sweden
$10.5M -$7.06M -64,400 -40%
MOACM
125
Mutual of America Capital Management
New York
$10.5M +$44.1K +402 +0.4%
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5
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