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Broadridge
BR

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 %
PCM
176
Parsons Capital Management
Rhode Island
$2.88M -$185K -2,455 -6%
BF
177
BOK Financial
Oklahoma
$2.86M +$136K +1,794 +5%
BTS
178
BB&T Securities
Virginia
$2.75M +$145K +1,925 +6%
AAM
179
Advisors Asset Management
Colorado
$2.74M +$1.54M +20,349 +128%
AIA
180
Avalon Investment & Advisory
Texas
$2.68M +$19K +252 +0.7%
FAF
181
Fjarde Ap-fonden
Sweden
$2.67M +$366K +4,839 +16%
IA
182
Icon Advisers
Colorado
$2.66M -$401K -5,300 -13%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$2.65M +$12.1K +160 +0.5%
CAS
184
Cue Advisory Services
Arizona
$2.57M -$57.4K -760 -2%
GT
185
Greenleaf Trust
Michigan
$2.55M -$61.4K -813 -2%
TW
186
Transform Wealth
Colorado
$2.54M +$454K +6,004 +22%
FIM
187
Fruth Investment Management
Texas
$2.53M -$24.6K -325 -1%
HIC
188
Hartline Investment Corp
Illinois
$2.49M -$1.86M -24,595 -43%
HPIA
189
Hamilton Point Investment Advisors
North Carolina
$2.46M -$1.89K -25 -0.1%
AIMCA
190
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.46M – – –
IB
191
Intrust Bank
Kansas
$2.44M -$15K -199 -0.6%
PMAM
192
Picton Mahoney Asset Management
Ontario, Canada
$2.37M -$15.1K -200 -0.6%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$2.33M -$80.7K -1,068 -3%
LSERS
194
Louisiana State Employees Retirement System
Louisiana
$2.32M +$60.5K +800 +3%
TAF
195
Tredje AP-fonden
Sweden
$2.29M +$303K +3,990 +15%
DIA
196
Denver Investment Advisors
Colorado
$2.28M -$25.7K -340 -1%
IGIM
197
I.G. Investment Management
Manitoba, Canada
$2.25M +$731K +9,672 +48%
FA
198
FDx Advisors
Illinois
$2.25M +$46.8K +619 +2%
BNP Paribas Asset Management
199
BNP Paribas Asset Management
France
$2.24M +$20.7K +274 +0.9%
Victory Capital Management
200
Victory Capital Management
Texas
$2.24M +$394K +5,213 +21%
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