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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 %
SB
451
Simmons Bank
Arkansas
$590K +$343K +2,240 +139%
IRF
452
IBM Retirement Fund
New York
$589K -$61.3K -400 -9%
IWC
453
Integrated Wealth Concepts
Massachusetts
$585K +$70.3K +459 +14%
OSIA
454
O'Shares Investment Advisers
Massachusetts
$582K -$1.84K -12 -0.3%
TPCW
455
TD Private Client Wealth
New York
$566K +$5.67K +37 +1%
HNB
456
Huntington National Bank
Ohio
$565K -$145K -950 -20%
ACM
457
Advisors Capital Management
New Jersey
$553K -$362K -2,365 -40%
GA
458
Gateway Advisory
New Jersey
$549K +$549K +3,583 New
LOAME
459
Lombard Odier Asset Management (Europe)
United Kingdom
$541K +$541K +3,535 New
VI
460
Versor Investments
New York
$536K +$536K +3,500 New
FHC
461
First Horizon Corporation
Tennessee
$534K -$62.8K -410 -11%
QP
462
Quilter Plc
United Kingdom
$532K +$256K +1,670 +92%
PSUF
463
People's United Financial
Connecticut
$526K -$5.66K -37 -1%
Canada Pension Plan Investment Board
464
Canada Pension Plan Investment Board
Ontario, Canada
$519K -$714K -4,660 -58%
EMG
465
ETF Managers Group
New Jersey
$519K +$69.6K +455 +15%
QIM
466
Quantitative Investment Management
Virginia
$518K +$518K +3,389 New
FF
467
FourThought Financial
Florida
$517K +$55.5K +363 +12%
BA
468
Bridgewater Advisors
New York
$517K +$517K +3,251 New
IMRF
469
Illinois Municipal Retirement Fund
Illinois
$514K – – –
MFG
470
Menard Financial Group
Texas
$513K +$98.5K +644 +24%
CT
471
Cambridge Trust
Massachusetts
$509K +$509K +3,327 New
TW
472
TrinityPoint Wealth
Connecticut
$504K +$5.82K +38 +1%
LCWP
473
Legacy Capital Wealth Partners
Arkansas
$498K +$30.3K +197 +6%
SFM
474
Signet Financial Management
New Jersey
$497K +$59.5K +389 +14%
FANJ
475
Financial Architects (New Jersey)
New Jersey
$493K – – –
17 18
19
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