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Broadridge
BR

Overview Fund Activity

765 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 253 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-16
Holders Change %
-2.05%
% of All Funds
13.47%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
292
Reduced
253
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$195M
2
MIM
Meridiem Investment Management
United Kingdom
+$94.4M
3
First Trust Advisors
First Trust Advisors
Illinois
+$54.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
5
ACM
Alta Capital Management
Utah
+$36.9M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$79.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$63.9M
3
ACM
Atlanta Capital Management
Georgia
-$63.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$36.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
226
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.83M +$122K +800 +3%
GIA
227
GHP Investment Advisors
Colorado
$3.81M +$75.9K +496 +2%
SNB
228
Security National Bank
Nebraska
$3.7M -$129K -840 -3%
CI Investments Inc
229
CI Investments Inc
Ontario, Canada
$3.69M -$472K -3,081 -11%
Nomura Asset Management
230
Nomura Asset Management
Japan
$3.62M +$13.6K +89 +0.4%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$3.62M -$367K -2,400 -9%
JPMPWA
232
J.P. Morgan Private Wealth Advisors
California
$3.6M -$148K -966 -4%
Nordea Investment Management
233
Nordea Investment Management
Sweden
$3.59M +$311K +2,030 +9%
CG
234
Cynosure Group
Utah
$3.59M – – –
IFAM
235
Institutional & Family Asset Management
Colorado
$3.59M +$312K +2,035 +10%
AIM
236
Achmea Investment Management
Netherlands
$3.52M +$492K +3,214 +16%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$3.5M +$3.12M +20,413 +824%
AMM
238
American Money Management
California
$3.48M -$72.6K -474 -2%
FIM
239
Fruth Investment Management
Texas
$3.43M -$51.4K -336 -1%
GAM
240
Griffin Asset Management
New York
$3.41M +$62.2K +406 +2%
VI
241
Vestcor Inc
New Brunswick, Canada
$3.41M -$7.81K -51 -0.2%
URS
242
Utah Retirement Systems
Utah
$3.35M -$153K -1,000 -4%
Holocene Advisors
243
Holocene Advisors
New York
$3.32M +$2.71M +17,692 +440%
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$3.3M +$1.79M +11,663 +118%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$3.3M +$92.5K +604 +3%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.28M +$289K +1,891 +10%
Massachusetts Financial Services
247
Massachusetts Financial Services
Massachusetts
$3.26M +$33.7K +220 +1%
TC
248
TownSquare Capital
Utah
$3.22M -$184K -1,202 -5%
BCM
249
Brown Capital Management
Maryland
$3.22M -$249K -1,627 -7%
M&T Bank
250
M&T Bank
New York
$3.16M -$101K -658 -3%
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