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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 %
HH
376
Hilltop Holdings
Texas
$1.04M -$1.84K -12 -0.2%
WF
377
Welch & Forbes
Massachusetts
$1.02M – – –
CCP
378
Clarkston Capital Partners
Michigan
$1.02M +$459K +3,000 +82%
ACM
379
AlphaCrest Capital Management
New York
$1.01M -$1.37M -8,927 -57%
AI
380
AdvisorShares Investments
Maryland
$1.01M +$60.2K +393 +6%
DCM
381
Dupont Capital Management
Delaware
$996K +$764K +4,991 +329%
CS
382
Cannell & Spears
New York
$989K – – –
SEM
383
Suncoast Equity Management
Florida
$988K +$15.3K +100 +2%
GC
384
Guardian Capital
Ontario, Canada
$962K -$69.6K -455 -7%
TC
385
Toews Corporation
New Jersey
$949K +$949K +6,200 New
EAMA
386
EFG Asset Management (Americas)
Florida
$934K -$92.1K -602 -9%
PTC
387
Private Trust Company
Ohio
$928K -$65.1K -425 -7%
CIC
388
Crawford Investment Counsel
Georgia
$915K -$186K -1,215 -17%
JIC
389
Johnson Investment Counsel
Ohio
$907K – – –
TH
390
TCTC Holdings
Texas
$907K – – –
CC
391
Cipher Capital
New York
$904K +$904K +5,902 New
O
392
Ossiam
France
$901K -$267K -1,745 -23%
CFA
393
CWS Financial Advisors
Michigan
$897K – – –
CP
394
Cumberland Partners
Ontario, Canada
$888K +$30.6K +200 +4%
ETI
395
Enterprise Trust & Investment
California
$873K +$873K +5,700 New
AP
396
Advisor Partners
California
$869K -$88.9K -581 -9%
MC
397
Montag & Caldwell
Georgia
$859K – – –
ECAM
398
East Coast Asset Management
Massachusetts
$857K – – –
HCM
399
Howland Capital Management
Massachusetts
$842K – – –
ARMT
400
Amica Retiree Medical Trust
Rhode Island
$834K – – –
14 15
16
17 18