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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 %
ZIG
326
Zurich Insurance Group
Switzerland
$1.62M – – –
CG
327
Castellan Group
Kentucky
$1.62M +$76.6K +500 +5%
Mariner
328
Mariner
Kansas
$1.6M +$1.6M +10,462 New
Jennison Associates
329
Jennison Associates
New York
$1.6M +$1.6M +10,442 New
WA1
330
Wimmer Associates 1
California
$1.59M +$5.66K +37 +0.4%
CCA
331
Catalyst Capital Advisors
New York
$1.59M – – –
AI
332
Atria Investments
North Carolina
$1.59M +$14.5K +95 +0.9%
SC
333
SRB Corp
Massachusetts
$1.56M +$748K +4,884 +92%
Macquarie Group
334
Macquarie Group
Australia
$1.53M +$291K +1,898 +23%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$1.5M +$71.5K +467 +5%
SAM
336
Securian Asset Management
Minnesota
$1.5M -$61.2K -400 -4%
SAM
337
Sompo Asset Management
Japan
$1.48M +$16.8K +110 +1%
WBC
338
Westpac Banking Corp
Australia
$1.48M – – –
NB
339
Norinchukin Bank
Japan
$1.47M +$24.6K +161 +2%
NIC
340
Northwest Investment Counselors
Oregon
$1.46M -$7.5K -49 -0.5%
KAS
341
Kestra Advisory Services
Texas
$1.41M +$176K +1,151 +14%
KFA
342
Kelleher Financial Advisors
New York
$1.38M +$689K +4,500 +100%
MFM
343
MD Financial Management
Ontario, Canada
$1.38M +$1.38M +8,993 New
SFG
344
SNS Financial Group
Minnesota
$1.37M -$23.6K -154 -2%
DAC
345
Dividend Assets Capital
South Carolina
$1.36M +$236K +1,540 +21%
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$1.34M +$1.06M +6,905 +374%
VanEck Associates
347
VanEck Associates
New York
$1.33M +$116K +758 +10%
IMOV
348
Investment Management of Virginia
Virginia
$1.33M -$4.59K -30 -0.3%
BAM
349
Boyar Asset Management
New York
$1.31M -$30.8K -201 -2%
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$1.31M +$609K +3,978 +87%
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