BR icon

Broadridge
BR

Overview Fund Activity

600 hedge funds and large institutions have $8.94B invested in Broadridge in 2017 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 184 increasing their positions, 192 reducing their positions, and 28 closing their positions.

Holders
600
Holders Change
+81
Holders Change %
+15.61%
% of All Funds
13.63%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
114
Increased
184
Reduced
192
Closed
28
Calls
$4.03M
Puts
$6.19M
Net Calls
-$2.16M
Net Calls Change
-$2.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.26B
2
State Street
2
State Street
Massachusetts
$421M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$952M
4
Deutsche Bank
4
Deutsche Bank
Germany
$125M
5
Barclays
5
Barclays
United Kingdom
$35.3M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$155M
2
NFA
2
Nationwide Fund Advisors
Ohio
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$41.2M
4
IGM
4
Incline Global Management
New York
$0
5
FMI
5
Fiduciary Management Inc
Wisconsin
$94M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.26B 13,884,096 +818,115 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$952M 10,506,999 +466,108 +5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$635M 7,010,825 +129,664 +2%
State Street
4
State Street
Massachusetts
$421M 4,645,851 +552,169 +13%
ACM
5
Atlanta Capital Management
Georgia
$235M 2,594,845 +61,117 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$155M 1,713,266 -728,937 -30%
Northern Trust
7
Northern Trust
Illinois
$155M 1,711,059 +88,815 +5%
SAM
8
Southernsun Asset Management
Tennessee
$141M 1,556,917 -199,101 -11%
Deutsche Bank
9
Deutsche Bank
Germany
$125M 1,379,752 +380,595 +38%
Principal Financial Group
10
Principal Financial Group
Iowa
$120M 1,324,497 -137,038 -9%
Norges Bank
11
Norges Bank
Norway
$114M 1,258,745 – –
CCP
12
Clarkston Capital Partners
Michigan
$108M 1,188,673 -43,185 -4%
Brown Advisory
13
Brown Advisory
Maryland
$107M 1,184,771 -84,694 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$107M 1,181,398 +49,353 +4%
Wells Fargo
15
Wells Fargo
California
$107M 1,180,392 +18,901 +2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$103M 1,138,259 +219,931 +24%
Goldman Sachs
17
Goldman Sachs
New York
$101M 1,110,967 -177,701 -14%
FMI
18
Fiduciary Management Inc
Wisconsin
$94M 1,037,492 -383,308 -27%
JIM
19
Jensen Investment Management
Oregon
$93.4M 1,031,665 -49 -0%
BG
20
Bahl & Gaynor
Ohio
$93.2M 1,028,750 -22,028 -2%
CIM
21
Confluence Investment Management
Missouri
$89.3M 986,328 -1,669 -0.2%
Bank of America
22
Bank of America
North Carolina
$78M 861,654 -216,623 -20%
Swiss National Bank
23
Swiss National Bank
Switzerland
$77.7M 858,200 +14,300 +2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$70.8M 781,245 -10,371 -1%
TCM
25
TimesSquare Capital Management
New York
$70.6M 778,900 -38,600 -5%
1
2 3 4 5