BR icon

Broadridge
BR

Overview Fund Activity

506 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$543M
2
JIM
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$106M
4
ACM
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
Wells Fargo
California
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oppenheimer Asset Management
New York
$6.46M +$82.5K +1,092 +1%
WT
127
Washington Trust
Rhode Island
$6.43M +$68.3K +904 +1%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$6.39M +$491K +6,495 +8%
Loomis, Sayles & Company
129
Loomis, Sayles & Company
Massachusetts
$6.33M +$684K +9,051 +12%
UBS Group
130
UBS Group
Switzerland
$6.23M +$1.77M +23,408 +40%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$5.96M +$78.3K +1,037 +1%
BCM
132
Bridgeway Capital Management
Texas
$5.79M – – –
Prudential Financial
133
Prudential Financial
New Jersey
$5.59M -$913K -12,082 -14%
Aviva
134
Aviva
United Kingdom
$5.53M +$1.51K +20 +0%
ERSOT
135
Employees Retirement System of Texas
Texas
$5.44M +$5.44M +72,000 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$5.31M -$2.7M -35,696 -34%
CWM
137
CIBC World Markets
New York
$5.29M +$5.29M +70,000 New
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$5.26M -$20.5M -272,478 -80%
CAM
139
Congress Asset Management
Massachusetts
$5.08M +$171K +2,264 +3%
QIM
140
Quantitative Investment Management
Virginia
$5.05M +$5.05M +66,800 New
AP
141
AHL Partners
United Kingdom
$5.01M +$1.42M +18,735 +39%
CFB
142
Cullen/Frost Bankers
Texas
$5M -$749K -9,914 -13%
WDA
143
Wendell David Associates
New Hampshire
$4.93M -$19.6K -260 -0.4%
SG Americas Securities
144
SG Americas Securities
New York
$4.9M +$491K +6,504 +11%
LCM
145
Logan Capital Management
Pennsylvania
$4.89M -$176K -2,329 -3%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$4.71M +$1.7M +22,523 +57%
Stifel Financial
147
Stifel Financial
Missouri
$4.66M +$79.2K +1,047 +2%
SOMRS
148
State of Michigan Retirement System
Michigan
$4.65M +$30.2K +400 +0.7%
M&T Bank
149
M&T Bank
New York
$4.59M -$708K -9,375 -13%
MAM
150
Martingale Asset Management
Massachusetts
$4.52M -$1.71M -22,600 -27%
4 5
6
7 8