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Broadridge
BR

282 hedge funds and large institutions have $2.9B invested in Broadridge in 2013 Q2 according to their latest regulatory filings, with 282 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $636K | Put options by funds: $112K

90.07% more ownership

Funds ownership: 0% → 90.07% (+90%)

Holders
282
Holders Change
+282
Holders Change %
–
% of All Funds
9.2%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
282
Increased
–
Reduced
–
Closed
–
Calls
$636K
Puts
$112K
Net Calls
+$524K
Net Calls Change
+$524K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M +$186M +7,235,933 New
Harris Associates
2
Harris Associates
Illinois
$185M +$179M +6,952,860 New
Artisan Partners
3
Artisan Partners
Wisconsin
$173M +$167M +6,501,652 New
JHIU
4
Janus Henderson Investors US
Colorado
$156M +$151M +5,869,273 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$106M +$103M +3,999,194 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M +$99.4M +3,862,314 New
State Street
7
State Street
Massachusetts
$96.7M +$93.5M +3,636,377 New
SAM
8
Southernsun Asset Management
Tennessee
$95.4M +$92.4M +3,590,706 New
FMI
9
Fiduciary Management Inc
Wisconsin
$88.7M +$85.9M +3,337,751 New
BIT
10
BlackRock Institutional Trust
California
$85.8M +$83.1M +3,229,803 New
Allianz Asset Management
11
Allianz Asset Management
Germany
$81.7M +$79.1M +3,074,274 New
BFA
12
BlackRock Fund Advisors
California
$80.3M +$77.8M +3,022,505 New
WHG
13
Westwood Holdings Group
Texas
$76.8M +$74.3M +2,887,540 New
ACA
14
Anchor Capital Advisors
Massachusetts
$69.8M +$67.6M +2,627,500 New
VNIM
15
Vaughan Nelson Investment Management
Texas
$64.7M +$62.7M +2,435,975 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$62M +$60M +2,331,720 New
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$57M +$55.2M +2,146,125 New
Brown Advisory
18
Brown Advisory
Maryland
$53.8M +$52M +2,022,198 New
KAM
19
Keeley Asset Management
Illinois
$47.1M +$45.6M +1,771,062 New
KeyBank National Association
20
KeyBank National Association
Ohio
$42M +$40.7M +1,580,421 New
Invesco
21
Invesco
Georgia
$36.7M +$35.5M +1,381,510 New
TCM
22
TimesSquare Capital Management
New York
$34.9M +$33.8M +1,314,330 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$28.8M +$27.9M +1,084,763 New
Northern Trust
24
Northern Trust
Illinois
$28.6M +$27.7M +1,077,279 New
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$28.5M +$27.6M +1,072,760 New
1
2 3 4 5

BR Hedge Fund Activity: Q2 2013 in Review

282 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2013, worth a combined $2.9B.

Buyers outnumbered sellers: 282 funds opened new BR positions and 0 closed out — a net gain of 282 holders — while 0 added to existing stakes and 0 trimmed.

  • 282 institutional investors held Broadridge (BR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.9B of Broadridge stock for Q2 2013.
  • 282 funds opened new Broadridge positions in Q2 2013 and 0 closed out, a net change of +282 holders.

Based on aggregated 13F filings for Q2 2013.