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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 %
TRSOTSOK
351
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M -$115K -750 -8%
Swedbank
352
Swedbank
Sweden
$1.3M +$1.3M +8,484 New
SC
353
Sepio Capital
Utah
$1.29M -$246K -1,610 -16%
DIA
354
Dean Investment Associates
Ohio
$1.29M -$23K -150 -2%
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$1.27M -$17.9K -117 -1%
TFA
356
Teamwork Financial Advisors
Texas
$1.27M -$81.1K -530 -6%
UIM
357
USS Investment Management
United Kingdom
$1.25M – – –
JCM
358
Jacobsen Capital Management
Utah
$1.25M -$32.3K -211 -3%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$1.24M -$93.7K -612 -7%
YIH
360
Y-Intercept (HK)
Hong Kong
$1.23M +$947K +6,191 +334%
SO
361
STRS Ohio
Ohio
$1.21M +$4.44K +29 +0.4%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$242K +1,581 +26%
CIBC World Market
363
CIBC World Market
Ontario, Canada
$1.15M +$627K +4,094 +120%
CCM
364
Coldstream Capital Management
Washington
$1.13M -$9.79K -64 -0.9%
VIA
365
Vident Investment Advisory
Georgia
$1.13M +$623K +4,069 +122%
MYAM
366
Meiji Yasuda Asset Management
Japan
$1.13M +$82.6K +540 +8%
Wellington Management Group
367
Wellington Management Group
Massachusetts
$1.12M +$342K +2,232 +44%
NMERB
368
New Mexico Educational Retirement Board
New Mexico
$1.11M – – –
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$1.1M – – –
AB
370
Amalgamated Bank
New York
$1.08M -$51.3K -335 -5%
BRWA
371
B. Riley Wealth Advisors
Florida
$1.07M +$201K +1,313 +23%
TSWM
372
Triangle Securities Wealth Management
North Carolina
$1.06M – – –
AWM
373
Altium Wealth Management
New York
$1.06M – – –
KRS
374
Kentucky Retirement Systems
Kentucky
$1.06M -$23.7K -155 -2%
KNW
375
Kesler Norman & Wride
Utah
$1.05M +$3.83K +25 +0.4%
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