Broadridge
351 hedge funds and large institutions have $3.88B invested in Broadridge in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 123 reducing their positions, and 31 closing their positions.
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
6% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 123
0% more funds holding
Funds holding: 351 → 351 (0)
0.57% less ownership
Funds ownership: 88.02% → 87.45% (-0.57%)
1% less capital inflows, than outflows
Capital inflows: $346M | Capital outflows: $351M
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
58% less call options, than puts
Call options by funds: $976K | Put options by funds: $2.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$39.2M |
| 2 |
BlackRock Institutional Trust
San Francisco,
California
|
+$27.3M |
| 3 |
Janus Henderson Investors US
Denver,
Colorado
|
+$19.4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$17.9M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$93.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$74.1M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$35.9M |
| 4 |
Keeley Asset Management
Chicago,
Illinois
|
-$27.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12M |
BR Hedge Fund Activity: Q1 2014 in Review
351 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2014, worth a combined $3.88B — down 6.4% from $4.15B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BR positions and 31 closed out — a net gain of 2 holders — while 130 added to existing stakes and 123 trimmed.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $39.2M. The largest seller was Bank of New York Mellon, cutting an estimated $93.1M.
- 351 institutional investors held Broadridge (BR) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $3.88B of Broadridge stock for Q1 2014, down 6.4% quarter-over-quarter.
- 33 funds opened new Broadridge positions in Q1 2014 and 31 closed out, a net change of +2 holders.
- The largest Broadridge buyer in Q1 2014 was Cramer Rosenthal McGlynn, an estimated $39.2M added.
- The largest Broadridge seller in Q1 2014 was Bank of New York Mellon, an estimated $93.1M sold.
Based on aggregated 13F filings for Q1 2014.