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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 %
BC
251
Burney Company
Virginia
$3.15M +$105K +687 +3%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$3.15M -$41.6K -272 -1%
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$3.12M -$100K -654 -3%
CWM
254
CIBC World Markets
New York
$3.12M -$145K -947 -4%
HT
255
HighTower Trust
Texas
$3.11M +$29.1K +190 +0.9%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$3.08M -$175K -1,146 -5%
TPCM
257
Three Peaks Capital Management
Colorado
$3.03M -$52.7K -344 -2%
BMM
258
Buffington Mohr McNeal
Idaho
$3.01M +$2.25M +14,702 +298%
TPSF
259
Texas Permanent School Fund
Texas
$2.96M -$51.3K -335 -2%
MSL
260
Mackay Shields LLC
New York
$2.96M -$18.2K -119 -0.6%
GAM
261
Garrison Asset Management
Arkansas
$2.88M -$26.8K -175 -0.9%
AP
262
Appleton Partners
Massachusetts
$2.86M +$606K +3,960 +27%
GLA
263
Great Lakes Advisors
Illinois
$2.84M +$97.5K +637 +4%
Fiera Capital (Canada)
264
Fiera Capital (Canada)
Quebec, Canada
$2.81M +$149K +975 +6%
X
265
Xponance
Pennsylvania
$2.81M +$78.1K +510 +3%
GC
266
Guggenheim Capital
Illinois
$2.77M +$78.4K +512 +3%
PA
267
PFG Advisors
Arizona
$2.77M -$184K -1,200 -6%
LRIC
268
Long Road Investment Counsel
Michigan
$2.75M +$30.6K +200 +1%
CAM
269
Cidel Asset Management
Ontario, Canada
$2.74M +$95.8K +626 +4%
AWM
270
AE Wealth Management
Kansas
$2.72M -$459K -3,000 -14%
DILIC
271
Dai-ichi Life Insurance Company
Japan
$2.72M -$3.23M -21,110 -54%
Creative Planning
272
Creative Planning
Kansas
$2.71M +$221K +1,445 +9%
DnB Asset Management
273
DnB Asset Management
Norway
$2.68M +$534K +3,491 +25%
ASN
274
Advisory Services Network
Georgia
$2.65M -$53.1K -347 -2%
FHB
275
First Hawaiian Bank
Hawaii
$2.59M +$459 +3 +0%
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