Broadridge
784 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 269 increasing their positions, 276 reducing their positions, and 52 closing their positions.
107% more call options, than puts
Call options by funds: $21.5M | Put options by funds: $10.4M
94% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 52
16% more capital invested
Capital invested by funds: $13.1B → $15.2B (+$2.09B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more funds holding
Funds holding: 741 → 784 (+43)
0.1% less ownership
Funds ownership: 86.44% → 86.34% (-0.1%)
3% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$263M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$160M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34.1M |
| 4 |
Morgan Stanley
New York
|
+$25.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$52.1M |
| 2 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
-$46.1M |
| 3 |
TPI
Tesco Pension Investment
London,
United Kingdom
|
-$41M |
| 4 |
BlackRock
New York
|
-$40.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$32.9M |
BR Hedge Fund Activity: Q4 2020 in Review
784 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2020, worth a combined $15.2B — up 16% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new BR positions and 52 closed out — a net gain of 49 holders — while 269 added to existing stakes and 276 trimmed.
The largest buyer was APG Asset Management, adding an estimated $263M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $52.1M sold.
- 784 institutional investors held Broadridge (BR) as of Q4 2020, up from 741 in Q3 2020.
- Funds reported $15.2B of Broadridge stock for Q4 2020, up 16% quarter-over-quarter.
- 101 funds opened new Broadridge positions in Q4 2020 and 52 closed out, a net change of +49 holders.
- The largest Broadridge buyer in Q4 2020 was APG Asset Management, an estimated $263M added.
- The largest Broadridge seller in Q4 2020 was Ardevora Asset Management, an estimated $52.1M sold.
Based on aggregated 13F filings for Q4 2020.