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Broadridge
BR

Overview Fund Activity

506 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, 173 increasing their positions, 175 reducing their positions, and 38 closing their positions.

Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
55
Increased
173
Reduced
175
Closed
38
Calls
$4.55M
Puts
$6.4M
Net Calls
-$1.85M
Net Calls Change
-$1.68M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$543M
2
JIM
2
Jensen Investment Management
Oregon
$77.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$106M
4
ACM
4
Alta Capital Management
Utah
$14.7M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$61.5M

Top Sellers

1
Robeco Institutional Asset Management
1
Robeco Institutional Asset Management
Netherlands
$21.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$5.26M
3
WHG
3
Westwood Holdings Group
Texas
$58.3M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$54.6M
5
Wells Fargo
5
Wells Fargo
California
$87.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$917M 12,134,364 +79,827 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$759M 10,039,411 -61,733 -0.6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$543M 7,181,963 +6,770,958 +1,647%
State Street
4
State Street
Massachusetts
$316M 4,181,097 -164,411 -4%
ACM
5
Atlanta Capital Management
Georgia
$192M 2,534,657 -30,369 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$184M 2,438,336 +10,182 +0.4%
SAM
7
Southernsun Asset Management
Tennessee
$149M 1,971,603 +3,231 +0.2%
FMI
8
Fiduciary Management Inc
Wisconsin
$109M 1,438,290 -2,496 -0.2%
Northern Trust
9
Northern Trust
Illinois
$109M 1,437,887 +10,569 +0.7%
Principal Financial Group
10
Principal Financial Group
Iowa
$106M 1,408,096 +674,307 +92%
CCP
11
Clarkston Capital Partners
Michigan
$105M 1,389,035 +76,776 +6%
Goldman Sachs
12
Goldman Sachs
New York
$100M 1,323,400 -3,532 -0.3%
Brown Advisory
13
Brown Advisory
Maryland
$98.2M 1,299,758 -26,773 -2%
Norges Bank
14
Norges Bank
Norway
$93.7M 1,239,544 +105,636 +9%
Wells Fargo
15
Wells Fargo
California
$87.2M 1,154,205 -245,836 -18%
BG
16
Bahl & Gaynor
Ohio
$80.5M 1,064,934 +35,184 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$79.9M 1,058,275 +51,826 +5%
JIM
18
Jensen Investment Management
Oregon
$77.9M 1,030,949 +1,030,949 New
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$76.8M 1,016,534 +118,454 +13%
CIM
20
Confluence Investment Management
Missouri
$75.1M 994,106 +25,421 +3%
Deutsche Bank
21
Deutsche Bank
Germany
$73.8M 976,568 +151,520 +18%
VNIM
22
Vaughan Nelson Investment Management
Texas
$73M 966,177 +9,010 +0.9%
AQR Capital Management
23
AQR Capital Management
Connecticut
$70.5M 933,636 -188,118 -17%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$68.4M 905,580 -6,901 -0.8%
TCM
25
TimesSquare Capital Management
New York
$67.8M 897,900 -198,250 -18%
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