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Broadridge
BR

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 %
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$1.68M +$399K +10,100 +31%
DADC
152
D.A. Davidson & Co
Montana
$1.65M +$119K +3,005 +8%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$1.52M -$210K -5,300 -12%
AG
154
Aperio Group
California
$1.51M -$1.04M -32,719 Closed
FIM
155
Fruth Investment Management
Texas
$1.51M -$5.93K -150 -0.4%
SCM
156
Stevens Capital Management
Pennsylvania
$1.49M +$1.22M +30,924 +458%
CIC
157
Crawford Investment Counsel
Georgia
$1.48M +$233K +5,900 +19%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M +$263K +6,656 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.41M +$610K +15,425 +76%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$1.39M -$237K -5,985 -15%
Boston Partners
161
Boston Partners
Massachusetts
$1.37M -$1.38K -35 -0.1%
Lord, Abbett & Co
162
Lord, Abbett & Co
New Jersey
$1.31M +$134K +3,400 +11%
GCP
163
GSA Capital Partners
United Kingdom
$1.3M +$1.3M +32,887 New
MERSOM
164
Municipal Employees' Retirement System of Michigan
Michigan
$1.29M +$502K +12,700 +64%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$1.29M +$1.29M +32,600 New
CONA
166
Capital One National Association
New York
$1.26M -$791 -20 -0.1%
WSCM
167
Wellington Shields Capital Management
New York
$1.26M -$39.5K -1,000 -3%
IUAM
168
Itau USA Asset Management
New York
$1.19M -$150K -3,800 -11%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$1.17M +$48.1K +1,252 +4%
TRSOTSOK
170
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M -$55.3K -1,400 -5%
T
171
TradeWorx
New Jersey
$1.12M +$1.12M +28,226 New
SG Americas Securities
172
SG Americas Securities
New York
$1.09M -$766K -19,398 -41%
SFP
173
Santa Fe Partners
New Mexico
$1.07M +$1.07M +27,143 New
CCA
174
Catalyst Capital Advisors
New York
$1.05M +$1.05M +26,660 New
CMANY
175
Capital Management Associates (New York)
New York
$1.04M – – –
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