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Broadridge
BR

Overview Fund Activity

780 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+15
Holders Change %
+1.96%
% of All Funds
13.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
287
Reduced
247
Closed
56
Calls
$13.7M
Puts
$12.2M
Net Calls
+$1.53M
Net Calls Change
-$6.41M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$192M
2
Parnassus Investments
Parnassus Investments
California
+$119M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$78.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$30.1M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$65.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$51.1M
3
BlackRock
BlackRock
New York
-$43.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.4M
5
Norges Bank
Norges Bank
Norway
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
CIBC World Markets
New York
$2.89M -$395K -2,448 -12%
Holocene Advisors
277
Holocene Advisors
New York
$2.88M -$630K -3,903 -18%
ACM
278
AlphaCrest Capital Management
New York
$2.86M +$1.79M +11,108 +168%
PAM
279
Panagora Asset Management
Massachusetts
$2.85M +$298K +1,846 +12%
ASN
280
Advisory Services Network
Georgia
$2.83M +$28.4K +176 +1%
MFM
281
MD Financial Management
Ontario, Canada
$2.8M +$1.35M +8,331 +93%
FHB
282
First Hawaiian Bank
Hawaii
$2.74M -$1.45K -9 -0.1%
BIM
283
Bridges Investment Management
Nebraska
$2.65M – – –
Millennium Management
284
Millennium Management
New York
$2.64M -$2.07M -12,835 -44%
BAS
285
Brown Advisory Securities
Maryland
$2.52M – – –
BPM
286
Bowling Portfolio Management
Ohio
$2.52M +$54.6K +338 +2%
II
287
IFM Investors
Australia
$2.52M +$572K +3,541 +29%
Creative Planning
288
Creative Planning
Kansas
$2.52M -$349K -2,161 -12%
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$2.5M – – –
Canada Pension Plan Investment Board
290
Canada Pension Plan Investment Board
Ontario, Canada
$2.49M +$1.94M +12,005 +354%
SEI Investments
291
SEI Investments
Pennsylvania
$2.49M +$477K +3,068 +24%
CI
292
Ceera Investments
Texas
$2.45M – – –
MOACM
293
Mutual of America Capital Management
New York
$2.45M +$25K +155 +1%
Marshall Wace
294
Marshall Wace
United Kingdom
$2.4M +$2.4M +14,878 New
TCM
295
Tributary Capital Management
Nebraska
$2.38M +$273K +1,689 +13%
OA
296
Oxbow Advisors
Texas
$2.38M -$41.2K -255 -2%
COPPSERS
297
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$10.7K +66 +0.5%
FAM
298
Fulcrum Asset Management
United Kingdom
$2.34M -$2.13M – –
MYIA
299
Mount Yale Investment Advisors
Colorado
$2.32M -$40.5K -251 -2%
TAMH
300
Taikang Asset Management (HK)
Hong Kong
$2.31M – – –
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