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Broadridge
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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 %
HSA
301
HBK Sorce Advisory
Pennsylvania
$2.26M -$63.8K -395 -3%
SFI
302
Siemens Fonds Invest
Germany
$2.26M +$311K +1,923 +16%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$2.23M +$23.9K +148 +1%
CCMD
304
Cypress Capital Management (Delaware)
Delaware
$2.21M +$75.1K +465 +4%
AAM
305
Aureus Asset Management
Massachusetts
$2.2M +$446K +2,760 +25%
Tudor Investment Corp
306
Tudor Investment Corp
Connecticut
$2.17M +$2.17M +13,455 New
AWM
307
AE Wealth Management
Kansas
$2.17M -$703K -4,354 -25%
RMSCM
308
R.M. Sincerbeaux Capital Management
New York
$2.08M – – –
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$2.08M +$773K +4,786 +59%
BCM
310
Buckhead Capital Management
Georgia
$2.05M -$4.85K -30 -0.2%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$2.04M +$92.1K +570 +5%
PAG
312
Private Advisor Group
New Jersey
$2.03M +$109K +674 +6%
PGAM
313
Princeton Global Asset Management
New Jersey
$2M +$131K +808 +7%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$1.98M -$61.7K -382 -3%
MAA
315
Mraz Amerine & Associates
California
$1.97M -$29.9K -185 -1%
LCP
316
Legacy Capital Partners
Wisconsin
$1.96M – – –
WT
317
Whittier Trust
California
$1.96M – – –
SWP
318
Stratos Wealth Partners
Ohio
$1.95M +$159K +982 +9%
OAM
319
Oppenheimer Asset Management
New York
$1.95M -$57.6K -357 -3%
SC
320
SRB Corp
Massachusetts
$1.93M +$279K +1,725 +17%
APA
321
American Portfolios Advisors
New York
$1.9M +$123K +761 +7%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$1.9M +$60.9K +425 +3%
TCM
323
Tandem Capital Management
New Jersey
$1.9M -$24.2K -150 -1%
SPIA
324
Steward Partners Investment Advisory
New York
$1.89M -$161K -997 -8%
PTP
325
Platform Technology Partners
New York
$1.89M +$1.89M +11,699 New
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