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Broadridge
BR

Overview Fund Activity

414 hedge funds and large institutions have $5.64B 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.

Holders
414
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.34%
New
50
Increased
134
Reduced
159
Closed
44
Calls
$4.62M
Puts
$2.62M
Net Calls
+$2M
Net Calls Change
-$1.07M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$219M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$41.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$37.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$43.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$603K
3
SAM
3
Southernsun Asset Management
Tennessee
$182M
4
Prudential Financial
4
Prudential Financial
New Jersey
$14M
5
Wells Fargo
5
Wells Fargo
California
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$506M 9,143,398 -175,632 -2%
JHIU
2
Janus Henderson Investors US
Colorado
$355M 6,410,349 +399,691 +7%
UBS Group
3
UBS Group
Switzerland
$219M 3,950,413 +3,759,845 +1,973%
Harris Associates
4
Harris Associates
Illinois
$218M 3,936,611 -425,210 -10%
BFA
5
BlackRock Fund Advisors
California
$212M 3,823,709 +10,960 +0.3%
BIT
6
BlackRock Institutional Trust
California
$196M 3,532,255 +6,134 +0.2%
SAM
7
Southernsun Asset Management
Tennessee
$182M 3,292,712 -661,817 -17%
State Street
8
State Street
Massachusetts
$180M 3,244,888 -47,727 -1%
FMI
9
Fiduciary Management Inc
Wisconsin
$166M 3,006,556 -16,127 -0.5%
VNIM
10
Vaughan Nelson Investment Management
Texas
$158M 2,859,131 +792,532 +38%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$140M 2,526,803 -54,609 -2%
ACM
12
Atlanta Capital Management
Georgia
$109M 1,967,308 +316,101 +19%
Northern Trust
13
Northern Trust
Illinois
$103M 1,863,808 +59,034 +3%
Brown Advisory
14
Brown Advisory
Maryland
$87.9M 1,588,098 -269,322 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$84.6M 1,527,894 +12,775 +0.8%
Allianz Asset Management
16
Allianz Asset Management
Germany
$82.1M 1,483,034 +119,366 +9%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$81M 1,463,672 +133,347 +10%
ACA
18
Anchor Capital Advisors
Massachusetts
$78M 1,408,989 -31,900 -2%
TCM
19
TimesSquare Capital Management
New York
$69.8M 1,260,251 -126,929 -9%
AQR Capital Management
20
AQR Capital Management
Connecticut
$63.9M 1,154,218 +154,947 +16%
Norges Bank
21
Norges Bank
Norway
$58.3M 1,052,864 +128,342 +14%
GAM
22
Gotham Asset Management
New York
$50.4M 910,770 +385,985 +74%
Goldman Sachs
23
Goldman Sachs
New York
$49.4M 892,386 +58,063 +7%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$48.4M 874,236 -6,595 -0.7%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$47.6M 859,618 +146,763 +21%
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