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Broadridge
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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 %
Federated Hermes
151
Federated Hermes
Pennsylvania
$4.51M -$366K -4,849 -8%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$4.4M +$137K +1,819 +3%
MSA
153
Mason Street Advisors
Wisconsin
$4.34M +$118K +1,562 +3%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$4.34M – – –
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$4.31M – – –
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$4.3M +$125K +1,649 +3%
MCM
157
Marsico Capital Management
Colorado
$4.18M – – –
IFAM
158
Institutional & Family Asset Management
Colorado
$4.17M -$192K -2,543 -4%
KTA
159
Keeley-Teton Advisors
Illinois
$4.11M -$4.5M -59,611 -52%
AC
160
Alley Company
Illinois
$4.07M +$63.3K +838 +2%
GAM
161
Garrison Asset Management
Arkansas
$4M -$117K -1,555 -3%
BPM
162
Bowling Portfolio Management
Ohio
$3.95M -$7.63K -101 -0.2%
VCM
163
Vision Capital Management
Oregon
$3.95M -$34.6K -458 -0.9%
TF
164
TIAA FSB
Florida
$3.65M +$3.65M +48,271 New
MLIC
165
Mandatum Life Insurance Company
Finland
$3.59M – – –
SAM
166
Shell Asset Management
Netherlands
$3.46M +$1.45M +19,202 +72%
AIP
167
Ameritas Investment Partners
Nebraska
$3.44M +$24.1K +319 +0.7%
MERSOM
168
Municipal Employees' Retirement System of Michigan
Michigan
$3.43M -$740K -9,790 -18%
US Bancorp
169
US Bancorp
Minnesota
$3.37M -$432K -5,717 -11%
LMGAM
170
Liberty Mutual Group Asset Management
Massachusetts
$3.34M -$643K -8,501 -16%
Millennium Management
171
Millennium Management
New York
$3.15M +$1.99M +26,332 +172%
PDN
172
Pensionfund DSM Netherlands
Netherlands
$3.1M +$3.1M +41,000 New
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$3.06M -$45.5K -600 -1%
ACI
174
AMP Capital Investors
Australia
$3.03M -$1.71M -22,811 -36%
EAMA
175
EFG Asset Management (Americas)
Florida
$2.91M +$442K +5,855 +18%
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