We are live on ! Find out more
BR icon

Broadridge
BR

784 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 248

13% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.2M

7% more capital invested

Capital invested by funds: $15.3B → $16.3B (+$1.01B)

2% more funds holding

Funds holding: 768 → 784 (+16)

0.58% more ownership

Funds ownership: 87.06% → 87.65% (+0.58%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
784
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
79
Increased
289
Reduced
248
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
+$190M
2
Parnassus Investments
Parnassus Investments
California
+$118M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$77.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$64.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$45.3M
4
BlackRock
BlackRock
New York
-$43.3M
5
Norges Bank
Norges Bank
Norway
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
351
Norinchukin Bank
Japan
$1.55M -$3.84K -24 -0.2%
KAS
352
Kestra Advisory Services
Texas
$1.55M +$58.5K +366 +4%
IG
353
ING Group
Netherlands
$1.54M +$1.52M +9,538 New
NIC
354
Northwest Investment Counselors
Oregon
$1.52M -$16K -100 -1%
CSS
355
Cubist Systematic Strategies
Connecticut
$1.5M +$977K +6,112 +193%
DIA
356
Dean Investment Associates
Ohio
$1.49M +$133K +833 +10%
PP
357
Pegasus Partners
Wisconsin
$1.46M -$264K -1,651 -15%
MSRPS
358
Maryland State Retirement & Pension System
Maryland
$1.44M – – –
SFG
359
SNS Financial Group
Minnesota
$1.41M -$40.3K -252 -3%
VIA
360
Vident Investment Advisory
Georgia
$1.39M +$196K +1,225 +17%
TRSOTSOK
361
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M – – –
Swedbank
362
Swedbank
Sweden
$1.37M – – –
JCM
363
Jacobsen Capital Management
Utah
$1.35M +$35.8K +224 +3%
AG
364
AlphaSimPlex Group
Massachusetts
$1.35M -$461K -2,885 -26%
TFA
365
Teamwork Financial Advisors
Texas
$1.32M -$20.6K -129 -2%
BAM
366
Boyar Asset Management
New York
$1.32M -$65.8K -412 -5%
UIM
367
USS Investment Management
United Kingdom
$1.32M – – –
HC
368
Henshaw Capital
Massachusetts
$1.31M -$133K -834 -9%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$66.8K +418 +5%
DTL
370
Dynamic Technology Lab
Singapore
$1.3M +$1.29M +8,044 New
MSE
371
MUFG Securities EMEA
United Kingdom
$1.27M +$1.26M +7,892 New
CIBC World Market
372
CIBC World Market
Ontario, Canada
$1.27M +$58K +363 +5%
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$1.25M +$79.9K +500 +7%
IMOV
374
Investment Management of Virginia
Virginia
$1.24M -$155K -967 -11%
DAC
375
Dividend Assets Capital
South Carolina
$1.23M -$203K -1,270 -14%
13 14
15
16 17

BR Hedge Fund Activity: Q2 2021 in Review

784 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2021, worth a combined $16.3B — up 6.6% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BR positions and 56 closed out — a net gain of 23 holders — while 289 added to existing stakes and 248 trimmed.

The largest buyer was Macquarie Group, adding an estimated $190M. The largest seller was Swiss National Bank, cutting an estimated $64.7M.

  • 784 institutional investors held Broadridge (BR) as of Q2 2021, up from 768 in Q1 2021.
  • Funds reported $16.3B of Broadridge stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 79 funds opened new Broadridge positions in Q2 2021 and 56 closed out, a net change of +23 holders.
  • The largest Broadridge buyer in Q2 2021 was Macquarie Group, an estimated $190M added.
  • The largest Broadridge seller in Q2 2021 was Swiss National Bank, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2021.