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Broadridge
BR

Overview Fund Activity

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.

Holders
316
Holders Change
+34
Holders Change %
+12.06%
% of All Funds
10.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
49
Increased
103
Reduced
107
Closed
11
Calls
$5.87M
Puts
$3.83M
Net Calls
+$2.04M
Net Calls Change
+$1.51M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$52.7M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$38.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$255M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$23.6M
5
SAM
5
Southernsun Asset Management
Tennessee
$130M

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$121M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$155M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$0
4
CS
4
Cannell & Spears
New York
$307K
5
FPP
5
Findlay Park Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$255M 8,031,800 +795,867 +11%
Harris Associates
2
Harris Associates
Illinois
$220M 6,940,860 -12,000 -0.2%
Artisan Partners
3
Artisan Partners
Wisconsin
$155M 4,888,552 -1,613,100 -25%
SAM
4
Southernsun Asset Management
Tennessee
$130M 4,096,201 +505,495 +14%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$126M 3,956,218 -42,976 -1%
JHIU
6
Janus Henderson Investors US
Colorado
$121M 3,823,745 -2,045,528 -35%
FMI
7
Fiduciary Management Inc
Wisconsin
$116M 3,638,421 +300,670 +9%
State Street
8
State Street
Massachusetts
$114M 3,589,212 -47,165 -1%
BIT
9
BlackRock Institutional Trust
California
$98.5M 3,103,188 -126,615 -4%
Allianz Asset Management
10
Allianz Asset Management
Germany
$97.4M 3,067,583 -6,691 -0.2%
BFA
11
BlackRock Fund Advisors
California
$94.5M 2,974,996 -47,509 -2%
WHG
12
Westwood Holdings Group
Texas
$82M 2,581,919 -305,621 -11%
VNIM
13
Vaughan Nelson Investment Management
Texas
$80.7M 2,543,149 +107,174 +4%
ACA
14
Anchor Capital Advisors
Massachusetts
$75.3M 2,370,820 -256,680 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$73.8M 2,324,450 -7,270 -0.3%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$70.6M 2,222,495 +76,370 +4%
Brown Advisory
17
Brown Advisory
Maryland
$69.8M 2,199,851 +177,653 +9%
KAM
18
Keeley Asset Management
Illinois
$55.1M 1,735,782 -35,280 -2%
TCM
19
TimesSquare Capital Management
New York
$53.5M 1,685,630 +371,300 +28%
Victory Capital Management
20
Victory Capital Management
Texas
$52.7M 1,659,200 +1,659,200 New
Invesco
21
Invesco
Georgia
$43.1M 1,357,018 -24,492 -2%
Norges Bank
22
Norges Bank
Norway
$39.5M 1,244,057 +173,564 +16%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$38.2M 1,203,372 +1,007,148 +513%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$36M 1,133,354 +60,594 +6%
AllianceBernstein
25
AllianceBernstein
Tennessee
$34.3M 1,079,804 -4,959 -0.5%
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