Broadridge
506 hedge funds and large institutions have $6.77B invested in Broadridge in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 168 increasing their positions, 175 reducing their positions, and 33 closing their positions.
148% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 33
41% more call options, than puts
Call options by funds: $6.33M | Put options by funds: $4.5M
12% more capital invested
Capital invested by funds: $6.04B → $6.77B (+$737M)
9% more funds holding
Funds holding: 466 → 506 (+40)
2.8% more ownership
Funds ownership: 85.68% → 88.48% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$89M |
| 2 |
Bank of New York Mellon
New York
|
+$61.3M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$48.8M |
| 4 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
+$48.7M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$55.7M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$50.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$43.9M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$37.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$32.3M |
BR Hedge Fund Activity: Q2 2016 in Review
506 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2016, worth a combined $6.77B — up 12% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new BR positions and 33 closed out — a net gain of 49 holders — while 168 added to existing stakes and 175 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $89M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $55.7M.
- 506 institutional investors held Broadridge (BR) as of Q2 2016, up from 466 in Q1 2016.
- Funds reported $6.77B of Broadridge stock for Q2 2016, up 12% quarter-over-quarter.
- 82 funds opened new Broadridge positions in Q2 2016 and 33 closed out, a net change of +49 holders.
- The largest Broadridge buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $89M added.
- The largest Broadridge seller in Q2 2016 was Vaughan Nelson Investment Management, an estimated $55.7M sold.
Based on aggregated 13F filings for Q2 2016.