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Broadridge
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Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$25.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
$142M
3
JHIU
Janus Henderson Investors US
Colorado
$169M
4
BFA
BlackRock Fund Advisors
California
$133M
5
BIT
BlackRock Institutional Trust
California
$137M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$103M
2
Harris Associates
Harris Associates
Illinois
$241M
3
VNIM
Vaughan Nelson Investment Management
Texas
$78.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.05M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
126
Two Sigma Investments
New York
$2.84M -$6.31M -159,651 -69%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$2.77M – – –
Citigroup
128
Citigroup
New York
$2.72M +$1.18M +29,922 +77%
ARM
129
Adirondack Research & Management
New York
$2.62M – – –
CBOA
130
Commonwealth Bank of Australia
Australia
$2.54M +$2.17M +54,851 +581%
NPIT
131
National Penn Investors Trust
Pennsylvania
$2.49M -$91.5K -2,315 -4%
TAM
132
THB Asset Management
Connecticut
$2.44M +$2.44M +61,726 New
MSA
133
Mason Street Advisors
Wisconsin
$2.43M -$19.2K -487 -0.8%
KBC Group
134
KBC Group
Belgium
$2.4M – – –
GAM
135
Gotham Asset Management
New York
$2.37M -$5.27M -133,390 -69%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$2.36M -$704K -17,772 -23%
SAM
137
Shell Asset Management
Netherlands
$2.35M +$380K +9,624 +19%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$2.26M -$3.56M -90,055 -61%
Nuveen Asset Management
139
Nuveen Asset Management
Illinois
$2.23M +$31.6K +800 +1%
SOMRS
140
State of Michigan Retirement System
Michigan
$2.21M +$11.9K +300 +0.5%
IPC
141
Independent Portfolio Consultants
Florida
$2.11M +$298K +7,540 +16%
WCM
142
Winton Capital Management
United Kingdom
$2.01M +$1.17M +29,495 +138%
HH
143
Hilltop Holdings
Texas
$1.93M +$32.4K +821 +2%
BA
144
Boston Advisors
Massachusetts
$1.93M +$1.93M +48,724 New
IMOV
145
Investment Management of Virginia
Virginia
$1.88M -$64.6K -1,635 -3%
IRF
146
IBM Retirement Fund
New York
$1.86M -$77.3K -1,956 -4%
Aviva
147
Aviva
United Kingdom
$1.83M +$28.3K +716 +2%
WT
148
Wilmington Trust
Delaware
$1.76M -$38K -961 -2%
IB
149
Intrust Bank
Kansas
$1.74M -$142K -3,590 -8%
U
150
UBS
Switzerland
$1.69M +$621K +15,714 +58%
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