Broadridge
316 hedge funds and large institutions have $3.33B invested in Broadridge in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 11 closing their positions.
345% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 11
53% more call options, than puts
Call options by funds: $5.87M | Put options by funds: $3.83M
15% more capital invested
Capital invested by funds: $2.9B → $3.33B (+$426M)
12% more funds holding
Funds holding: 282 → 316 (+34)
0.71% more ownership
Funds ownership: 90.07% → 90.78% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$29.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.7M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$22.1M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$15M |
| 5 |
Renaissance Technologies
New York
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$60.8M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$47.9M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$42M |
| 4 |
CS
Cannell & Spears
New York
|
-$26.2M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$13.1M |
BR Hedge Fund Activity: Q3 2013 in Review
316 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2013, worth a combined $3.33B — up 15% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BR positions and 11 closed out — a net gain of 38 holders — while 103 added to existing stakes and 107 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $29.9M. The largest seller was Janus Henderson Investors US, cutting an estimated $60.8M.
- 316 institutional investors held Broadridge (BR) as of Q3 2013, up from 282 in Q2 2013.
- Funds reported $3.33B of Broadridge stock for Q3 2013, up 15% quarter-over-quarter.
- 49 funds opened new Broadridge positions in Q3 2013 and 11 closed out, a net change of +38 holders.
- The largest Broadridge buyer in Q3 2013 was VOYA Investment Management, an estimated $29.9M added.
- The largest Broadridge seller in Q3 2013 was Janus Henderson Investors US, an estimated $60.8M sold.
Based on aggregated 13F filings for Q3 2013.