Broadridge
389 hedge funds and large institutions have $4.76B invested in Broadridge in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 119 increasing their positions, 134 reducing their positions, and 32 closing their positions.
194% more call options, than puts
Call options by funds: $4.87M | Put options by funds: $1.66M
97% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 32
12% more capital invested
Capital invested by funds: $4.25B → $4.76B (+$513M)
5% more funds holding
Funds holding: 369 → 389 (+20)
0.52% more ownership
Funds ownership: 85.37% → 85.89% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
11% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$41.4M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$26.7M |
| 3 |
Renaissance Technologies
New York
|
+$15.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$14.7M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$56.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.5M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$28.7M |
| 4 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$19.4M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$11.3M |
BR Hedge Fund Activity: Q4 2014 in Review
389 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2014, worth a combined $4.76B — up 12% from $4.25B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new BR positions and 32 closed out — a net gain of 31 holders — while 119 added to existing stakes and 134 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $41.4M. The largest seller was Invesco, cutting an estimated $56.1M.
- 389 institutional investors held Broadridge (BR) as of Q4 2014, up from 369 in Q3 2014.
- Funds reported $4.76B of Broadridge stock for Q4 2014, up 12% quarter-over-quarter.
- 63 funds opened new Broadridge positions in Q4 2014 and 32 closed out, a net change of +31 holders.
- The largest Broadridge buyer in Q4 2014 was Janus Henderson Investors US, an estimated $41.4M added.
- The largest Broadridge seller in Q4 2014 was Invesco, an estimated $56.1M sold.
Based on aggregated 13F filings for Q4 2014.