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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 %
DBRC
476
D.B. Root & Company
Pennsylvania
$493K – – –
ETC
477
Exchange Traded Concepts
Oklahoma
$489K +$62.7K +410 +15%
RIM
478
Redpoint Investment Management
Australia
$488K – – –
V
479
Veritable
Delaware
$488K +$66.7K +436 +16%
CSS
480
Cubist Systematic Strategies
Connecticut
$486K +$139K +904 +40%
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$483K -$9.79K -64 -2%
FT
482
Fiduciary Trust
Massachusetts
$477K -$7.66K -50 -2%
CTC
483
Central Trust Company
Missouri
$474K +$9.18K +60 +2%
ATC
484
Argent Trust Co
Tennessee
$463K – – –
KFA
485
Krane Funds Advisors
New York
$460K +$99.3K +649 +28%
WAM
486
World Asset Management
Michigan
$457K -$33.6K -212 -7%
WSCM
487
Wellington Shields Capital Management
New York
$457K – – –
RC
488
RegentAtlantic Capital
New Jersey
$457K +$1.23K +8 +0.3%
TMAM
489
Tokio Marine Asset Management
Japan
$456K +$188K +1,227 +70%
JWCA
490
J.W. Cole Advisors
Florida
$453K -$6.12K -40 -1%
AP
491
Advisors Preferred
Maryland
$453K +$158K +1,018 +53%
EAM
492
Eukles Asset Management
Ohio
$446K +$62.3K +407 +16%
VFA
493
Voya Financial Advisors
Connecticut
$444K +$4.59K +30 +1%
BFA
494
Beaumont Financial Advisors
Massachusetts
$443K +$460 +3 +0.1%
QCG
495
Quadrant Capital Group
Ohio
$441K +$1.68K +11 +0.4%
Wealthfront Advisers
496
Wealthfront Advisers
California
$441K +$4.29K +28 +1%
Lazard Asset Management
497
Lazard Asset Management
New York
$422K -$11.8M -77,022 -97%
PWAG
498
Polaris Wealth Advisory Group
California
$422K – – –
MMPW
499
Mitchell McLeod Pugh & Williams
Alabama
$411K -$6.73K -44 -2%
WA
500
WealthTrust Axiom
Pennsylvania
$410K – – –
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