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Broadridge

768 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, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
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
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
IMOV
351
Investment Management of Virginia
Virginia
$1.33M -$4.43K -30 -0.3%
BAM
352
Boyar Asset Management
New York
$1.31M -$29.7K -201 -2%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$1.31M +$587K +3,978 +87%
TRSOTSOK
354
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M -$111K -750 -8%
Swedbank
355
Swedbank
Sweden
$1.3M +$1.25M +8,484 New
SC
356
Sepio Capital
Utah
$1.29M -$238K -1,610 -16%
DIA
357
Dean Investment Associates
Ohio
$1.29M -$22.1K -150 -2%
Koshinski Asset Management
358
Koshinski Asset Management
Illinois
$1.27M -$17.3K -117 -1%
TFA
359
Teamwork Financial Advisors
Texas
$1.27M -$78.3K -530 -6%
UIM
360
USS Investment Management
United Kingdom
$1.25M
JCM
361
Jacobsen Capital Management
Utah
$1.25M -$31.2K -211 -3%
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$1.24M -$90.4K -612 -7%
YIH
363
Y-Intercept (HK)
Hong Kong
$1.23M +$914K +6,191 +334%
SO
364
STRS Ohio
Ohio
$1.21M +$4.28K +29 +0.4%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$233K +1,581 +26%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$1.15M +$605K +4,094 +120%
CCM
367
Coldstream Capital Management
Washington
$1.13M -$9.45K -64 -0.9%
VIA
368
Vident Investment Advisory
Georgia
$1.13M +$601K +4,069 +122%
MYAM
369
Meiji Yasuda Asset Management
Japan
$1.13M +$79.7K +540 +8%
Wellington Management Group
370
Wellington Management Group
Massachusetts
$1.12M +$330K +2,232 +44%
NMERB
371
New Mexico Educational Retirement Board
New Mexico
$1.11M
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$1.1M
AB
373
Amalgamated Bank
New York
$1.08M -$49.5K -335 -5%
BRWA
374
B. Riley Wealth Advisors
Florida
$1.07M +$194K +1,313 +23%
TSWM
375
Triangle Securities Wealth Management
North Carolina
$1.06M