Broadridge
415 hedge funds and large institutions have $5.66B invested in Broadridge in 2015 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 44 closing their positions.
76% more call options, than puts
Call options by funds: $4.62M | Put options by funds: $2.62M
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
14% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 44
13% more capital invested
Capital invested by funds: $5.02B → $5.66B (+$635M)
2.67% more ownership
Funds ownership: 83.74% → 86.41% (+2.7%)
1% more funds holding
Funds holding: 411 → 415 (+4)
16% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$202M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$42.6M |
| 3 |
Renaissance Technologies
New York
|
+$37.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$22.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$38.2M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$36.5M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
-$35.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$32.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$27.2M |
BR Hedge Fund Activity: Q3 2015 in Review
415 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2015, worth a combined $5.66B — up 13% from $5.02B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new BR positions and 44 closed out — a net gain of 6 holders — while 134 added to existing stakes and 159 trimmed.
The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Acadian Asset Management, cutting an estimated $38.2M.
- 415 institutional investors held Broadridge (BR) as of Q3 2015, up from 411 in Q2 2015.
- Funds reported $5.66B of Broadridge stock for Q3 2015, up 13% quarter-over-quarter.
- 50 funds opened new Broadridge positions in Q3 2015 and 44 closed out, a net change of +6 holders.
- The largest Broadridge buyer in Q3 2015 was UBS Group, an estimated $202M added.
- The largest Broadridge seller in Q3 2015 was Acadian Asset Management, an estimated $38.2M sold.
Based on aggregated 13F filings for Q3 2015.