Broadridge
602 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 185 increasing their positions, 192 reducing their positions, and 28 closing their positions.
311% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 28
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
16% more funds holding
Funds holding: 520 → 602 (+82)
12% more capital invested
Capital invested by funds: $7.96B → $8.94B (+$978M)
0.13% more ownership
Funds ownership: 84.63% → 84.76% (+0.13%)
4% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 192
34% less call options, than puts
Call options by funds: $4.32M | Put options by funds: $6.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$71.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$48.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$33.2M |
| 5 |
Barclays
London,
United Kingdom
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$63.6M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$39.1M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$35.4M |
| 4 |
IGM
Incline Global Management
New York
|
-$35.1M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$33.4M |
BR Hedge Fund Activity: Q4 2017 in Review
602 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2017, worth a combined $8.94B — up 12% from $7.96B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new BR positions and 28 closed out — a net gain of 87 holders — while 185 added to existing stakes and 192 trimmed.
The largest buyer was BlackRock, adding an estimated $71.4M. The largest seller was Bank of New York Mellon, cutting an estimated $63.6M.
- 602 institutional investors held Broadridge (BR) as of Q4 2017, up from 520 in Q3 2017.
- Funds reported $8.94B of Broadridge stock for Q4 2017, up 12% quarter-over-quarter.
- 115 funds opened new Broadridge positions in Q4 2017 and 28 closed out, a net change of +87 holders.
- The largest Broadridge buyer in Q4 2017 was BlackRock, an estimated $71.4M added.
- The largest Broadridge seller in Q4 2017 was Bank of New York Mellon, an estimated $63.6M sold.
Based on aggregated 13F filings for Q4 2017.