Broadridge
498 hedge funds and large institutions have $6.8B invested in Broadridge in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 43 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 176
2% more capital invested
Capital invested by funds: $6.69B → $6.8B (+$108M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
0.09% less ownership
Funds ownership: 84.82% → 84.73% (-0.09%)
2% less call options, than puts
Call options by funds: $9.95M | Put options by funds: $10.1M
2% less funds holding
Funds holding: 509 → 498 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$803M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25M |
| 3 |
Citigroup
New York
|
+$17.5M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$15.2M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.9M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$32.6M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$17.2M |
| 4 |
Goldman Sachs
New York
|
-$16.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$15.2M |
BR Hedge Fund Activity: Q1 2017 in Review
498 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2017, worth a combined $6.8B — up 1.6% from $6.69B a quarter earlier.
Fund positioning in BR was balanced in Q1 2017: 43 funds opened new positions, 43 closed out, 183 added to existing stakes and 176 trimmed.
The largest buyer was BlackRock, adding an estimated $803M. The largest seller was Fidelity Investments, cutting an estimated $46.9M.
- 498 institutional investors held Broadridge (BR) as of Q1 2017, down from 509 in Q4 2016.
- Funds reported $6.8B of Broadridge stock for Q1 2017, up 1.6% quarter-over-quarter.
- 43 funds opened new Broadridge positions in Q1 2017 and 43 closed out, a net change of 0 holders.
- The largest Broadridge buyer in Q1 2017 was BlackRock, an estimated $803M added.
- The largest Broadridge seller in Q1 2017 was Fidelity Investments, an estimated $46.9M sold.
Based on aggregated 13F filings for Q1 2017.