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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 %
CS
276
Candriam SCA
Luxembourg
$2.53M – – –
BIM
277
Bridges Investment Management
Nebraska
$2.51M – – –
PAM
278
Panagora Asset Management
Massachusetts
$2.42M +$41.2K +269 +2%
BAS
279
Brown Advisory Securities
Maryland
$2.39M -$153 -1 -0%
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$2.37M – – –
BPM
281
Bowling Portfolio Management
Ohio
$2.34M -$194K -1,269 -8%
CI
282
Ceera Investments
Texas
$2.33M +$2.33M +15,192 New
SWM
283
Spire Wealth Management
Virginia
$2.31M +$2.31M +15,075 New
MOACM
284
Mutual of America Capital Management
New York
$2.3M +$75.8K +495 +3%
OA
285
Oxbow Advisors
Texas
$2.3M -$129K -840 -5%
MYIA
286
Mount Yale Investment Advisors
Colorado
$2.23M -$133K -866 -6%
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.22M +$5.51K +36 +0.2%
HSA
288
HBK Sorce Advisory
Pennsylvania
$2.2M +$198K +1,295 +10%
TAMH
289
Taikang Asset Management (HK)
Hong Kong
$2.19M – – –
CGH
290
Crossmark Global Holdings
Texas
$2.16M -$209K -1,364 -9%
FAM
291
Fulcrum Asset Management
United Kingdom
$2.13M – – –
BFEC
292
Benjamin F. Edwards & Company
Missouri
$2.09M -$41.3K -270 -2%
CCMD
293
Cypress Capital Management (Delaware)
Delaware
$2.03M +$2.03M +13,240 New
TCM
294
Tributary Capital Management
Nebraska
$2M +$1.07K +7 +0.1%
RMSCM
295
R.M. Sincerbeaux Capital Management
New York
$1.98M – – –
SPIA
296
Steward Partners Investment Advisory
New York
$1.94M +$221K +1,446 +13%
BCM
297
Buckhead Capital Management
Georgia
$1.94M -$19.1K -125 -1%
HIMCH
298
Hartford Investment Management Co (HIMCO)
Connecticut
$1.93M -$85.9K -561 -4%
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
$1.93M +$1.93M +12,586 New
OAM
300
Oppenheimer Asset Management
New York
$1.9M +$518K +3,384 +38%
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