Broadridge
509 hedge funds and large institutions have $7.44B invested in Broadridge in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 38 closing their positions.
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
9% more capital invested
Capital invested by funds: $6.81B → $7.44B (+$634M)
2% more funds holding
Funds holding: 499 → 509 (+10)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 175
0.93% less ownership
Funds ownership: 84.73% → 83.8% (-0.93%)
29% less call options, than puts
Call options by funds: $4.62M | Put options by funds: $6.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$489M |
| 2 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$74.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$48.7M |
| 4 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
+$14.1M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$26.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$19.7M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$18.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$18.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.7M |
BR Hedge Fund Activity: Q2 2017 in Review
509 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2017, worth a combined $7.44B — up 9.3% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new BR positions and 38 closed out — a net gain of 17 holders — while 174 added to existing stakes and 175 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $489M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $26.5M.
- 509 institutional investors held Broadridge (BR) as of Q2 2017, up from 499 in Q1 2017.
- Funds reported $7.44B of Broadridge stock for Q2 2017, up 9.3% quarter-over-quarter.
- 55 funds opened new Broadridge positions in Q2 2017 and 38 closed out, a net change of +17 holders.
- The largest Broadridge buyer in Q2 2017 was Janus Henderson Group, an estimated $489M added.
- The largest Broadridge seller in Q2 2017 was Robeco Institutional Asset Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2017.