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Broadridge
BR

Overview Fund Activity

350 hedge funds and large institutions have $4.09B invested in Broadridge in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 26 closing their positions.

Holders
350
Holders Change
+34
Holders Change %
+10.76%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.29%
New
61
Increased
107
Reduced
119
Closed
26
Calls
$5.07M
Puts
$4.41M
Net Calls
+$664K
Net Calls Change
-$1.37M

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$25.9M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$142M
3
JHIU
3
Janus Henderson Investors US
Colorado
$169M
4
BFA
4
BlackRock Fund Advisors
California
$133M
5
BIT
5
BlackRock Institutional Trust
California
$137M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$103M
2
Harris Associates
2
Harris Associates
Illinois
$241M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$78.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.05M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$32.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$326M 8,259,739 +227,939 +3%
Harris Associates
2
Harris Associates
Illinois
$241M 6,109,809 -831,051 -12%
JHIU
3
Janus Henderson Investors US
Colorado
$169M 4,278,900 +455,155 +12%
SAM
4
Southernsun Asset Management
Tennessee
$157M 3,972,115 -124,086 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$152M 3,844,457 -111,761 -3%
FMI
6
Fiduciary Management Inc
Wisconsin
$145M 3,673,466 +35,045 +1%
Allianz Asset Management
7
Allianz Asset Management
Germany
$142M 3,586,035 +518,452 +17%
State Street
8
State Street
Massachusetts
$138M 3,495,623 -93,589 -3%
BIT
9
BlackRock Institutional Trust
California
$137M 3,454,775 +351,587 +11%
BFA
10
BlackRock Fund Advisors
California
$133M 3,369,706 +394,710 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$105M 2,665,794 +341,344 +15%
Artisan Partners
12
Artisan Partners
Wisconsin
$103M 2,607,770 -2,280,782 -47%
WHG
13
Westwood Holdings Group
Texas
$90.4M 2,288,512 -293,407 -11%
Brown Advisory
14
Brown Advisory
Maryland
$90M 2,276,327 +76,476 +3%
ACA
15
Anchor Capital Advisors
Massachusetts
$89.6M 2,267,312 -103,508 -4%
TCM
16
TimesSquare Capital Management
New York
$79.5M 2,011,750 +326,120 +19%
VNIM
17
Vaughan Nelson Investment Management
Texas
$78.3M 1,981,824 -561,325 -22%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$75.7M 1,914,505 -307,990 -14%
KAM
19
Keeley Asset Management
Illinois
$68.2M 1,724,942 -10,840 -0.6%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$59M 1,494,128 +290,756 +24%
Victory Capital Management
21
Victory Capital Management
Texas
$55M 1,391,300 -267,900 -16%
Invesco
22
Invesco
Georgia
$54.6M 1,380,671 +23,653 +2%
Norges Bank
23
Norges Bank
Norway
$49.2M 1,244,057 – –
Northern Trust
24
Northern Trust
Illinois
$43.6M 1,102,627 +41,476 +4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$42.6M 1,078,216 -1,588 -0.1%
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