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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
+$512M
2
JIM
Jensen Investment Management
Oregon
+$77.9M
3
Principal Financial Group
Principal Financial Group
Iowa
+$51M
4
ACM
Alta Capital Management
Utah
+$14.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.7M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$27.7M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$20.5M
3
WHG
Westwood Holdings Group
Texas
-$19.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$19.2M
5
Wells Fargo
Wells Fargo
California
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$2.23M +$91K +1,204 +4%
BL
202
Balentine LLC
Georgia
$2.21M +$831 +11 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
203
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.18M +$136K +1,800 +7%
AIA
204
Affinity Investment Advisors
California
$2.14M -$2.43M -32,130 -53%
GFPC
205
Global Financial Private Capital
Florida
$2.12M +$174K +2,307 +9%
CIM
206
Cambria Investment Management
California
$1.99M +$1.99M +26,322 New
PP
207
Paloma Partners
Connecticut
$1.95M +$612K +8,099 +46%
Bank of Nova Scotia
208
Bank of Nova Scotia
Ontario, Canada
$1.94M -$7.56M -100,000 -80%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$1.94M +$278K +3,675 +17%
BC
210
Brinker Capital
Pennsylvania
$1.94M +$341K +4,502 +21%
EAM
211
Eagle Asset Management
Florida
$1.94M -$84.9K -1,124 -4%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$1.92M -$3.7K -49 -0.2%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M -$144K -1,900 -7%
SG
214
StoneX Group
New York
$1.89M +$1.89M +24,994 New
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$1.87M +$113K +1,500 +6%
WSCM
216
Wellington Shields Capital Management
New York
$1.84M -$60.4K -800 -3%
AB
217
Amalgamated Bank
New York
$1.8M +$363K +4,801 +25%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$1.79M +$110K +1,460 +7%
HH
219
Hilltop Holdings
Texas
$1.76M -$43.9K -581 -2%
MAA
220
Mraz Amerine & Associates
California
$1.76M -$7.56K -100 -0.4%
AL
221
AJO LP
Pennsylvania
$1.76M -$196K -2,590 -10%
PI
222
Putnam Investments
Massachusetts
$1.75M -$2.61M -34,570 -60%
American Century Companies
223
American Century Companies
Missouri
$1.74M +$40.1K +531 +2%
AG
224
Advisor Group
Arizona
$1.73M +$583K +7,720 +51%
LAM
225
Lapides Asset Management
Connecticut
$1.67M -$317K -4,200 -16%
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