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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 %
MML Investors Services
426
MML Investors Services
Massachusetts
$800K +$142K +879 +22%
PP
427
Prudential plc
United Kingdom
$798K +$798K +4,943 New
SEC
428
Seven Eight Capital
New York
$791K +$145K +900 +23%
APWM
429
Atlas Private Wealth Management
New York
$779K +$82.7K +512 +12%
SP
430
Symmetry Partners
Connecticut
$776K – – –
Wellington Management Group
431
Wellington Management Group
Massachusetts
$768K -$410K -2,536 -35%
RBA
432
Richard Bernstein Advisors
New York
$754K – – –
SI
433
Stephens Inc
Arkansas
$753K -$10.3K -64 -1%
MSAM
434
Moloney Securities Asset Management
Missouri
$748K +$47.6K +295 +7%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$747K -$129K -796 -15%
HKAM
436
Horizon Kinetics Asset Management
New York
$737K – – –
KFA
437
Kelleher Financial Advisors
New York
$726K -$728K -4,513 -50%
PSUF
438
People's United Financial
Connecticut
$725K +$170K +1,051 +31%
EGM
439
Engineers Gate Manager
New York
$717K +$313K +1,940 +78%
CGL
440
Clarius Group LLC
Washington
$711K +$5.49K +34 +0.8%
CP
441
Cumberland Partners
Ontario, Canada
$695K -$242K -1,500 -26%
AI
442
Accredited Investors
Minnesota
$694K – – –
DIP
443
DT Investment Partners
Pennsylvania
$690K -$32.3K -200 -4%
QP
444
Quilter Plc
United Kingdom
$687K +$125K +774 +22%
Lazard Asset Management
445
Lazard Asset Management
New York
$687K +$241K +1,493 +54%
SS
446
Simplicity Solutions
Minnesota
$683K +$377K +2,333 +123%
UCFA
447
United Capital Financial Advisors
Texas
$679K -$28.1K -174 -4%
GCMG
448
Gyroscope Capital Management Group
Florida
$670K -$15.7K -97 -2%
RWA
449
Ropes Wealth Advisors
Massachusetts
$666K +$13.6K +84 +2%
PFS
450
Prospera Financial Services
Texas
$656K -$3.23K -20 -0.5%
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