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Broadridge
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Overview Fund Activity

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$34.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.5M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$63M
4
APG Asset Management
APG Asset Management
Netherlands
$82.2M
5
HPC
HM Payson & Co
Maine
$22.4M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
$0
2
Brown Advisory
Brown Advisory
Maryland
$4.02M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$332K
5
BlackRock
BlackRock
New York
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$89.3M -$9.97M -75,562 -10%
AllianceBernstein
27
AllianceBernstein
Tennessee
$87.2M +$599K +4,538 +0.7%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$87.1M -$2.74M -20,770 -3%
VNIM
29
Vaughan Nelson Investment Management
Texas
$85.2M +$1.5M +11,377 +2%
TPI
30
Tesco Pension Investment
United Kingdom
$84.5M +$6.81M +51,620 +9%
ACM
31
Alta Capital Management
Utah
$83.1M -$1.43M -10,799 -2%
Franklin Resources
32
Franklin Resources
California
$82.8M -$2.07M -15,700 -2%
APG Asset Management
33
APG Asset Management
Netherlands
$82.2M +$24.6M +218,395 +43%
UBS AM
34
UBS AM
Illinois
$75.4M +$1.13M +8,587 +2%
ACA
35
Anchor Capital Advisors
Massachusetts
$74.3M -$950K -7,195 -1%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$70.2M -$227K -1,719 -0.3%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$67.4M -$815K -6,177 -1%
AAMU
38
Amundi Asset Management US
Massachusetts
$66.8M -$1.69M -12,796 -2%
Charles Schwab
39
Charles Schwab
California
$64.8M -$5.62M -42,602 -8%
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$63.1M +$5.12M +38,767 +9%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$63M +$25.4M +190,707 +68%
SIC
42
Schwartz Investment Counsel
Michigan
$62.8M – – –
BGCP
43
Bristol Gate Capital Partners
Ontario, Canada
$58.3M +$2.25M +17,065 +4%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$57.7M -$2M -15,126 -3%
Goldman Sachs
45
Goldman Sachs
New York
$56.1M +$12.2M +92,401 +28%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$54.9M +$1.06M +8,012 +2%
PPA
47
Parametric Portfolio Associates
Washington
$53.1M -$345K -2,615 -0.6%
AAM
48
Ardevora Asset Management
United Kingdom
$52.1M +$554K +4,200 +1%
Truist Financial
49
Truist Financial
North Carolina
$50.1M -$14.4M -109,464 -22%
BFM
50
Boston Financial Management
Massachusetts
$49.9M +$1.08M +8,189 +2%
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