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Broadridge
BR

Overview Fund Activity

781 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, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$318M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$688M
3
KBC Group
KBC Group
Belgium
$68M
4
Wells Fargo
Wells Fargo
California
$247M
5
Morgan Stanley
Morgan Stanley
New York
$71.6M

Top Sellers

1
AAM
Ardevora Asset Management
United Kingdom
$0
2
ACM
Alta Capital Management
Utah
$47.7M
3
BlackRock
BlackRock
New York
$1.45B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$972M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$100M -$659K -4,301 -0.7%
Bank of America
27
Bank of America
North Carolina
$100M -$16.8M -109,896 -14%
AllianceBernstein
28
AllianceBernstein
Tennessee
$94.2M -$7.09M -46,266 -7%
UBS AM
29
UBS AM
Illinois
$92.2M +$4.69M +30,613 +5%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$90.1M +$23.1M +150,672 +34%
ACA
31
Anchor Capital Advisors
Massachusetts
$83.2M -$2.97M -19,400 -3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$83M +$4.76M +31,099 +6%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$82.7M -$23.5M -153,483 -22%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$80.5M -$941K -6,142 -1%
VNIM
35
Vaughan Nelson Investment Management
Texas
$79.6M -$19.2M -125,529 -19%
Charles Schwab
36
Charles Schwab
California
$76.3M +$1.04M +6,796 +1%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$74.3M +$1.07M +7,003 +1%
SIC
38
Schwartz Investment Counsel
Michigan
$72.9M -$7.66K -50 -0%
Morgan Stanley
39
Morgan Stanley
New York
$71.6M +$26.7M +174,325 +59%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$71.3M -$32.3M -211,021 -31%
BGCP
41
Bristol Gate Capital Partners
Ontario, Canada
$70.7M +$3.07M +20,040 +5%
AAMU
42
Amundi Asset Management US
Massachusetts
$68.8M -$8.73M -57,013 -11%
KBC Group
43
KBC Group
Belgium
$68M +$40.2M +47,736 +145%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$67.5M +$3.78M +24,645 +6%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$66.8M -$5.62M -36,662 -8%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$64.5M +$8.12M +53,011 +14%
PPA
47
Parametric Portfolio Associates
Washington
$63M +$1.38M +9,001 +2%
BFM
48
Boston Financial Management
Massachusetts
$58.8M +$822K +5,363 +1%
FAM
49
Fenimore Asset Management
New York
$58M +$500K +3,263 +0.9%
RG
50
Rathbones Group
United Kingdom
$55.2M – – –
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