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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 %
CLOS
426
Compagnie Lombard Odier SCmA
Switzerland
$669K – – –
CGL
427
Clarius Group LLC
Washington
$669K +$5.06K +33 +0.8%
OPPTF
428
OPSEU Pension Plan Trust Fund
Ontario, Canada
$666K +$16.5K +108 +3%
LIA
429
LS Investment Advisors
Michigan
$664K -$742K -4,847 -53%
MSAM
430
Moloney Securities Asset Management
Missouri
$664K +$40K +261 +6%
RWA
431
Ropes Wealth Advisors
Massachusetts
$662K – – –
APWM
432
Atlas Private Wealth Management
New York
$660K +$160K +1,042 +32%
AI
433
Accredited Investors
Minnesota
$658K – – –
Mirae Asset Global Investments
434
Mirae Asset Global Investments
South Korea
$654K -$1.59M -10,421 -71%
GCMG
435
Gyroscope Capital Management Group
Florida
$650K -$59.1K -386 -8%
CI
436
Cigna Investments
Connecticut
$648K +$31.4K +205 +5%
TCM
437
Teza Capital Management
Illinois
$644K +$644K +4,204 New
ACP
438
Ashfield Capital Partners
California
$638K – – –
ZB
439
Zions Bancorporation
Utah
$627K +$430K +2,807 +218%
PFS
440
Prospera Financial Services
Texas
$625K +$1.99K +13 +0.3%
MML Investors Services
441
MML Investors Services
Massachusetts
$624K +$110K +716 +21%
WP
442
WealthSource Partners
California
$621K -$4.59K -30 -0.7%
BFO
443
Biltmore Family Office
North Carolina
$615K – – –
SWM
444
SeaCrest Wealth Management
New York
$614K +$1.38K +9 +0.2%
SEC
445
Seven Eight Capital
New York
$613K – – –
BO
446
Bank OZK
Arkansas
$612K – – –
Cetera Investment Advisers
447
Cetera Investment Advisers
Illinois
$609K -$329K -2,148 -35%
NA
448
NewEdge Advisors
Louisiana
$607K -$74.2K -485 -11%
DCM
449
Donaldson Capital Management
Indiana
$606K +$20.7K +135 +4%
IIC
450
Ironwood Investment Counsel
Arizona
$604K -$8.21K -130 -1%
16 17
18
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