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Broadridge
BR

Overview Fund Activity

508 hedge funds and large institutions have $6.69B invested in Broadridge in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 154 reducing their positions, and 60 closing their positions.

Holders
508
Holders Change
-22
Holders Change %
-4.15%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
46
Increased
210
Reduced
154
Closed
60
Calls
$8.13M
Puts
$9.54M
Net Calls
-$1.41M
Net Calls Change
+$7.54M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$510M
2
Wells Fargo
2
Wells Fargo
California
$97.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$31.5M
4
Fidelity International
4
Fidelity International
Bermuda
$44.7M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$28M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$106M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
EAM
3
Eagle Asset Management
Florida
$1.96M
4
GAM
4
Gotham Asset Management
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$645M 9,731,968 +20,395 +0.2%
JHIU
2
Janus Henderson Investors US
Colorado
$510M 7,695,536 +907,815 +13%
BFA
3
BlackRock Fund Advisors
California
$379M 5,715,906 +5,525 +0.1%
State Street
4
State Street
Massachusetts
$286M 4,312,488 +5,648 +0.1%
BIT
5
BlackRock Institutional Trust
California
$278M 4,195,554 +186,046 +5%
ACM
6
Atlanta Capital Management
Georgia
$171M 2,586,040 -18,287 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$162M 2,439,160 +10,845 +0.4%
SAM
8
Southernsun Asset Management
Tennessee
$133M 2,003,143 -154,709 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$106M 1,604,279 -597,012 -27%
Goldman Sachs
10
Goldman Sachs
New York
$104M 1,566,053 +82,112 +6%
Wells Fargo
11
Wells Fargo
California
$97.8M 1,475,291 +464,243 +46%
FMI
12
Fiduciary Management Inc
Wisconsin
$96.8M 1,459,906 +33,248 +2%
Northern Trust
13
Northern Trust
Illinois
$95.6M 1,441,474 +22,140 +2%
CCP
14
Clarkston Capital Partners
Michigan
$87.5M 1,319,422 +115,213 +10%
Brown Advisory
15
Brown Advisory
Maryland
$87.4M 1,318,003 +23,337 +2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$80.4M 1,212,432 +51,710 +4%
VNIM
17
Vaughan Nelson Investment Management
Texas
$77.2M 1,164,837 +58,212 +5%
WHG
18
Westwood Holdings Group
Texas
$75.9M 1,144,148 -44,458 -4%
Norges Bank
19
Norges Bank
Norway
$75.5M 1,138,735 – –
TCM
20
TimesSquare Capital Management
New York
$72.2M 1,088,600 +88,600 +9%
Allianz Asset Management
21
Allianz Asset Management
Germany
$71.1M 1,072,195 -31,875 -3%
BG
22
Bahl & Gaynor
Ohio
$65.2M 983,519 +45,609 +5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$64.6M 974,837 +49,647 +5%
CIM
24
Confluence Investment Management
Missouri
$61.9M 933,846 +67,349 +8%
Bank of America
25
Bank of America
North Carolina
$61.3M 925,145 +22,770 +3%
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