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Broadridge
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Overview Fund Activity

414 hedge funds and large institutions have $5.64B invested in Broadridge in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.34%
New
50
Increased
134
Reduced
159
Closed
44
Calls
$4.62M
Puts
$2.62M
Net Calls
+$2M
Net Calls Change
-$1.07M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$219M
2
VNIM
Vaughan Nelson Investment Management
Texas
$158M
3
Renaissance Technologies
Renaissance Technologies
New York
$41.6M
4
Deutsche Bank
Deutsche Bank
Germany
$37.4M
5
Bank of America
Bank of America
North Carolina
$31.1M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$43.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$603K
3
SAM
Southernsun Asset Management
Tennessee
$182M
4
Prudential Financial
Prudential Financial
New Jersey
$14M
5
Wells Fargo
Wells Fargo
California
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$4.55M -$3.35M -60,442 -42%
UCFA
127
United Capital Financial Advisors
Texas
$4.5M +$668K +12,071 +17%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$4.43M +$277K +5,000 +7%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$4.43M +$4.43M +79,947 New
MOACM
130
Mutual of America Capital Management
New York
$4.37M +$93.5K +1,690 +2%
KWILP
131
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.12M -$212K -3,839 -5%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$4.1M +$821K +14,824 +25%
BTS
133
BB&T Securities
Virginia
$4.02M -$341K -6,154 -8%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$3.99M – – –
Citadel Advisors
135
Citadel Advisors
Florida
$3.93M -$2.16M -39,089 -35%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$3.78M +$3.17M +57,586 +522%
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
$3.78M +$3.78M +68,200 New
FTIOP
138
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.77M +$3.77M +68,120 New
AIA
139
Affinity Investment Advisors
California
$3.77M +$3.77M +68,060 New
WT
140
Washington Trust
Rhode Island
$3.74M +$157K +2,831 +4%
Federated Hermes
141
Federated Hermes
Pennsylvania
$3.71M -$335K -6,045 -8%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$3.71M -$2.77M -50,000 -43%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$3.62M -$5.51K -100 -0.2%
BF
144
BOK Financial
Oklahoma
$3.58M +$88.5K +1,598 +3%
SOMRS
145
State of Michigan Retirement System
Michigan
$3.47M +$199K +3,600 +6%
Aviva
146
Aviva
United Kingdom
$3.43M -$114K -2,061 -3%
PAM
147
Panagora Asset Management
Massachusetts
$3.35M -$645K -11,660 -16%
BPM
148
Bowling Portfolio Management
Ohio
$3.27M -$77K -1,391 -2%
TCM
149
Tributary Capital Management
Nebraska
$3.27M -$515K -9,300 -14%
IPC
150
Independent Portfolio Consultants
Florida
$3.13M -$371K -6,700 -11%
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