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Broadridge

768 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, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
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
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
226
Intrust Bank
Kansas
$3.9M -$24.7K -167 -0.7%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$3.85M +$245K +1,662 +7%
AIMCA
228
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.83M +$118K +800 +3%
GIA
229
GHP Investment Advisors
Colorado
$3.81M +$73.2K +496 +2%
SNB
230
Security National Bank
Nebraska
$3.7M -$124K -840 -3%
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$3.69M -$455K -3,081 -11%
Nomura Asset Management
232
Nomura Asset Management
Japan
$3.62M +$13.1K +89 +0.4%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$3.62M -$354K -2,400 -9%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$3.6M -$143K -966 -4%
Nordea Investment Management
235
Nordea Investment Management
Sweden
$3.59M +$300K +2,030 +9%
CG
236
Cynosure Group
Utah
$3.59M
IFAM
237
Institutional & Family Asset Management
Colorado
$3.59M +$300K +2,035 +10%
AIM
238
Achmea Investment Management
Netherlands
$3.52M +$475K +3,214 +16%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$3.5M +$3.01M +20,413 +824%
AMM
240
American Money Management
California
$3.48M -$70K -474 -2%
FIM
241
Fruth Investment Management
Texas
$3.43M -$49.6K -336 -1%
GAM
242
Griffin Asset Management
New York
$3.41M +$60K +406 +2%
VI
243
Vestcor Inc
New Brunswick, Canada
$3.41M -$7.53K -51 -0.2%
URS
244
Utah Retirement Systems
Utah
$3.35M -$148K -1,000 -4%
Holocene Advisors
245
Holocene Advisors
New York
$3.32M +$2.61M +17,692 +440%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$3.3M +$1.72M +11,663 +118%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$3.3M +$89.2K +604 +3%
Skandinaviska Enskilda Banken (SEB)
248
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.28M +$279K +1,891 +10%
Massachusetts Financial Services
249
Massachusetts Financial Services
Massachusetts
$3.26M +$32.5K +220 +1%
TC
250
TownSquare Capital
Utah
$3.22M -$177K -1,202 -5%