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Broadridge
BR

Overview Fund Activity

351 hedge funds and large institutions have $3.9B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 30 closing their positions.

Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
10.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
33
Increased
130
Reduced
122
Closed
30
Calls
$976K
Puts
$2.3M
Net Calls
-$1.32M
Net Calls Change
-$1.99M

Top Buyers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$110M
2
BIT
2
BlackRock Institutional Trust
California
$155M
3
JHIU
3
Janus Henderson Investors US
Colorado
$178M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.9M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$26.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$50.6M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$61.3M
3
KAM
3
Keeley Asset Management
Illinois
$36.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.29M
5
EGM
5
Espalier Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$319M 8,575,790 +316,051 +4%
Harris Associates
2
Harris Associates
Illinois
$223M 6,014,859 -94,950 -2%
JHIU
3
Janus Henderson Investors US
Colorado
$178M 4,796,427 +517,527 +12%
SAM
4
Southernsun Asset Management
Tennessee
$156M 4,189,937 +217,822 +5%
BIT
5
BlackRock Institutional Trust
California
$155M 4,182,542 +727,767 +21%
FMI
6
Fiduciary Management Inc
Wisconsin
$139M 3,750,134 +76,668 +2%
Allianz Asset Management
7
Allianz Asset Management
Germany
$138M 3,721,259 +135,224 +4%
State Street
8
State Street
Massachusetts
$129M 3,482,504 -13,119 -0.4%
BFA
9
BlackRock Fund Advisors
California
$120M 3,223,565 -146,141 -4%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$110M 2,960,346 +1,045,841 +55%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$108M 2,900,780 +234,986 +9%
Brown Advisory
12
Brown Advisory
Maryland
$86M 2,314,634 +38,307 +2%
ACA
13
Anchor Capital Advisors
Massachusetts
$82.5M 2,220,663 -46,649 -2%
WHG
14
Westwood Holdings Group
Texas
$81.5M 2,194,770 -93,742 -4%
TCM
15
TimesSquare Capital Management
New York
$78M 2,100,770 +89,020 +4%
VNIM
16
Vaughan Nelson Investment Management
Texas
$71.4M 1,923,149 -58,675 -3%
Artisan Partners
17
Artisan Partners
Wisconsin
$61.3M 1,651,180 -956,590 -37%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$57.3M 1,542,488 +48,360 +3%
Invesco
19
Invesco
Georgia
$52.2M 1,404,580 +23,909 +2%
Victory Capital Management
20
Victory Capital Management
Texas
$51.5M 1,387,200 -4,100 -0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$50.6M 1,362,631 -2,481,826 -65%
Norges Bank
22
Norges Bank
Norway
$45M 1,211,357 -32,700 -3%
Northern Trust
23
Northern Trust
Illinois
$44M 1,185,628 +83,001 +8%
TCIM
24
TIAA CREF Investment Management
New York
$38.1M 1,024,502 -18,183 -2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$37.9M 1,020,328 -57,888 -5%
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