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Broadridge
BR

Overview Fund Activity

388 hedge funds and large institutions have $4.78B invested in Broadridge in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 119 increasing their positions, 134 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+20
Holders Change %
+5.43%
% of All Funds
10.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
63
Increased
119
Reduced
134
Closed
32
Calls
$4.87M
Puts
$1.66M
Net Calls
+$3.21M
Net Calls Change
+$540K

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$243M
2
SAM
Silvercrest Asset Management
New York
$28.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$60.1M
4
CC
Carlson Capital
Texas
$15.5M
5
ACM
Atlanta Capital Management
Georgia
$14.6M

Top Sellers

1
Invesco
Invesco
Georgia
$3.85M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
3
FMI
Fiduciary Management Inc
Wisconsin
$144M
4
SAM
Southernsun Asset Management
Tennessee
$192M
5
Allianz Asset Management
Allianz Asset Management
Germany
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
126
Nuveen Asset Management
Illinois
$3.94M +$996K +21,568 +34%
Invesco
127
Invesco
Georgia
$3.85M -$59.3M -1,283,457 -94%
TCM
128
Tributary Capital Management
Nebraska
$3.7M -$874K -18,930 -19%
IAM
129
Impax Asset Management
New Hampshire
$3.69M +$3.69M +80,000 New
IPC
130
Independent Portfolio Consultants
Florida
$3.67M +$593K +12,845 +19%
MOACM
131
Mutual of America Capital Management
New York
$3.5M +$56.2K +1,217 +2%
ASRS
132
Arizona State Retirement System
Arizona
$3.43M +$4.62K +100 +0.1%
Macquarie Group
133
Macquarie Group
Australia
$3.3M – – –
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$3.3M -$363K -7,860 -10%
Millennium Management
135
Millennium Management
New York
$3.29M -$4.79M -103,794 -59%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$3.09M -$27.7K -600 -0.9%
SAM
137
Shell Asset Management
Netherlands
$2.98M – – –
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$2.97M +$1.87M +40,565 +170%
MSA
139
Mason Street Advisors
Wisconsin
$2.77M -$28.1K -608 -1%
MFWM
140
Motley Fool Wealth Management
Virginia
$2.72M +$2.72M +58,816 New
SOMRS
141
State of Michigan Retirement System
Michigan
$2.64M +$18.5K +400 +0.7%
IB
142
Intrust Bank
Kansas
$2.62M +$112K +2,422 +4%
BG
143
Bahl & Gaynor
Ohio
$2.59M +$310K +6,705 +14%
Citigroup
144
Citigroup
New York
$2.59M +$551K +11,940 +27%
NPIT
145
National Penn Investors Trust
Pennsylvania
$2.53M +$27.3K +590 +1%
GC
146
Guggenheim Capital
Illinois
$2.49M -$5.83M -126,243 -70%
BF
147
BOK Financial
Oklahoma
$2.44M -$401K -8,676 -14%
AP
148
AHL Partners
United Kingdom
$2.41M +$2.01M +43,475 +494%
WG
149
Winton Group
United Kingdom
$2.29M -$1.97M -42,575 -46%
Aviva
150
Aviva
United Kingdom
$2.27M -$1.85K -40 -0.1%
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