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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$38.8M
2
BIT
BlackRock Institutional Trust
California
+$27M
3
JHIU
Janus Henderson Investors US
Colorado
+$19.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$17.7M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$14.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.2M
2
Artisan Partners
Artisan Partners
Wisconsin
-$35.5M
3
KAM
Keeley Asset Management
Illinois
-$27.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.8M
5
EGM
Espalier Global Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
151
Hilltop Holdings
Texas
$1.63M -$179K -4,834 -10%
Barclays
152
Barclays
United Kingdom
$1.6M +$974K +26,325 +154%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$1.6M +$22.3K +600 +1%
IMOV
154
Investment Management of Virginia
Virginia
$1.59M -$183K -4,930 -10%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$1.57M +$137K +3,700 +10%
SCM
156
Stevens Capital Management
Pennsylvania
$1.56M +$157K +4,234 +11%
SFP
157
Santa Fe Partners
New Mexico
$1.55M +$538K +14,492 +53%
CIC
158
Crawford Investment Counsel
Georgia
$1.51M +$120K +3,230 +9%
Millennium Management
159
Millennium Management
New York
$1.45M +$1.45M +38,895 New
AG
160
Aperio Group
California
$1.42M +$1.42M +38,214 New
BGIM
161
Brandywine Global Investment Management
Pennsylvania
$1.41M +$1.41M +38,040 New
LMGAM
162
Liberty Mutual Group Asset Management
Massachusetts
$1.41M +$446K +11,999 +46%
FIM
163
Fruth Investment Management
Texas
$1.4M -$11.1K -300 -0.8%
DADC
164
D.A. Davidson & Co
Montana
$1.31M -$243K -6,561 -16%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$1.31M -$594 -16 -0%
Boston Partners
166
Boston Partners
Massachusetts
$1.29M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
167
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.28M -$41.1K -1,107 -3%
MERSOM
168
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M +$11.1K +300 +0.9%
WSCM
169
Wellington Shields Capital Management
New York
$1.21M +$24.1K +650 +2%
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$1.19M -$18.6K -500 -2%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.12M -$6.64M -178,708 -86%
IRF
172
IBM Retirement Fund
New York
$1.12M -$650K -17,316 -37%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$1.11M -$74.7K -1,918 -6%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.08M -$252K -6,789 -19%
Lord, Abbett & Co
175
Lord, Abbett & Co
New Jersey
$1.08M -$149K -4,000 -12%
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