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Broadridge
BR

Overview Fund Activity

780 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+15
Holders Change %
+1.96%
% of All Funds
13.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
287
Reduced
247
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
+$192M
2
Parnassus Investments
Parnassus Investments
California
+$119M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$78.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$30.1M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$65.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$51.1M
3
BlackRock
BlackRock
New York
-$43.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.4M
5
Norges Bank
Norges Bank
Norway
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
376
Sepio Capital
Utah
$1.19M -$174K -1,078 -13%
KNW
377
Kesler Norman & Wride
Utah
$1.18M -$10.6K -61 -0.9%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$1.16M – – –
SO
379
STRS Ohio
Ohio
$1.16M -$112K -694 -9%
Wealthfront Advisers
380
Wealthfront Advisers
California
$1.15M +$689K +4,262 +148%
AI
381
AdvisorShares Investments
Maryland
$1.13M +$63.3K +392 +6%
AWM
382
Altium Wealth Management
New York
$1.12M – – –
SWM
383
Spire Wealth Management
Virginia
$1.11M -$1.32M -8,186 -54%
HH
384
Hilltop Holdings
Texas
$1.11M +$18.4K +114 +2%
SEM
385
Suncoast Equity Management
Florida
$1.11M +$64.6K +400 +6%
RC
386
Roundview Capital
New Jersey
$1.1M +$253K +1,566 +30%
KRS
387
Kentucky Retirement Systems
Kentucky
$1.09M -$22.3K -138 -2%
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$1.09M +$954K +5,909 +700%
WF
389
Welch & Forbes
Massachusetts
$1.08M – – –
CCP
390
Clarkston Capital Partners
Michigan
$1.07M – – –
BRWA
391
B. Riley Wealth Advisors
Florida
$1.06M -$52.1K -327 -5%
CW
392
CreativeOne Wealth
Kansas
$1.05M +$179K +1,110 +21%
CS
393
Cannell & Spears
New York
$1.04M – – –
EAMA
394
EFG Asset Management (Americas)
Florida
$1.04M +$54.1K +335 +5%
Squarepoint
395
Squarepoint
New York
$1.04M +$1.04M +6,411 New
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$1.03M -$318K -1,971 -24%
WA
397
Wambolt & Associates
Colorado
$1.02M +$288K +1,770 +39%
CIC
398
Crawford Investment Counsel
Georgia
$991K +$25.8K +160 +3%
PTC
399
Private Trust Company
Ohio
$977K -$2.26K -14 -0.2%
PI
400
PEAK6 Investments
Illinois
$976K +$976K +6,044 New
14 15
16
17 18