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Broadridge

602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

16% more funds holding

Funds holding: 520602 (+82)

12% more capital invested

Capital invested by funds: $7.96B → $8.94B (+$978M)

0.13% more ownership

Funds ownership: 84.63%84.76% (+0.13%)

4% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 192

35% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $6.19M

Holders
602
Holders Change
+82
Holders Change %
+15.77%
% of All Funds
13.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
115
Increased
185
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Bridgeway Capital Management
Texas
$7.87M
WT
127
Washington Trust
Rhode Island
$7.63M +$60.6K +695 +0.8%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$7.49M -$42.6K -488 -0.6%
JAM
129
Jupiter Asset Management
United Kingdom
$7.48M +$1.71M +19,553 +31%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$7.42M +$201K +2,305 +3%
TPSF
131
Texas Permanent School Fund
Texas
$7.14M -$545K -6,247 -7%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$6.87M +$1.37M +15,742 +26%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$6.83M -$6.44M -73,823 -49%
OAM
134
Oppenheimer Asset Management
New York
$6.68M
MIM
135
MetLife Investment Management
New Jersey
$6.68M +$6.43M +73,744 New
BC
136
Brinker Capital
Pennsylvania
$6.6M -$124K -1,420 -2%
ERSOT
137
Employees Retirement System of Texas
Texas
$6.52M
WDA
138
Wendell David Associates
New Hampshire
$6.45M -$10.6K -122 -0.2%
APG Asset Management
139
APG Asset Management
Netherlands
$6.32M +$3.46M +39,611 +90%
CIM
140
Cambria Investment Management
California
$6.17M -$554K -6,348 -9%
CAM
141
Congress Asset Management
Massachusetts
$6.06M +$44.6K +511 +0.8%
BCIM
142
British Columbia Investment Management
British Columbia, Canada
$5.98M -$404K -4,636 -7%
Stifel Financial
143
Stifel Financial
Missouri
$5.98M +$312K +3,575 +6%
Aviva
144
Aviva
United Kingdom
$5.94M -$758K -8,686 -12%
AAM
145
Advisors Asset Management
Colorado
$5.9M +$1.14M +13,102 +25%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$5.69M +$2.6M +29,801 +90%
WBC
147
Westpac Banking Corp
Australia
$5.66M -$1.73M -19,800 -24%
LCM
148
Laurion Capital Management
New York
$5.65M +$5.11M +58,614 +1,542%
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$5.55M +$5.04M +57,783 +1,675%
M&T Bank
150
M&T Bank
New York
$5.35M +$5.24K +60 +0.1%