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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 %
P
501
Pitcairn
Pennsylvania
$407K -$563K -3,679 -58%
RMC
502
Resources Management Corp
Connecticut
$406K +$153 +1 +0%
FNBT
503
FineMark National Bank & Trust
Florida
$404K +$2.6K +17 +0.6%
PMFA
504
Plante Moran Financial Advisors
Michigan
$401K – – –
HWA
505
Heritage Wealth Advisors
Virginia
$399K – – –
ECM
506
Everence Capital Management
Indiana
$397K – – –
VAS
507
Vestmark Advisory Solutions
Massachusetts
$390K -$108K -705 -22%
EGM
508
Engineers Gate Manager
New York
$383K -$1.34M -8,769 -78%
CBT
509
Capital Bank & Trust
California
$383K – – –
Bessemer Group
510
Bessemer Group
New Jersey
$379K -$6.56K -43 -2%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$371K -$24.5K -160 -6%
CPA
512
Court Place Advisors
Maryland
$371K +$16.7K +109 +5%
NGA
513
Naples Global Advisors
Florida
$368K – – –
IEFM
514
IQ EQ Fund Management
Ireland
$358K +$358K +2,340 New
HCM
515
Hilton Capital Management
New York
$357K +$22.4K +146 +7%
BB
516
Busey Bank
Illinois
$354K +$8.87K +58 +3%
DDC
517
DF Dent & Co
Maryland
$354K +$14.2K +93 +4%
FC
518
FORA Capital
Florida
$353K +$16.9K +110 +5%
BAIA
519
Bel Air Investment Advisors
California
$353K +$353K +2,304 New
AA
520
ALPS Advisors
Colorado
$352K +$55.9K +365 +19%
Vontobel Holding
521
Vontobel Holding
Switzerland
$349K -$48.7K -318 -12%
MWM
522
Mission Wealth Management
California
$348K -$764 -5 -0.2%
SWM
523
Segment Wealth Management
Texas
$344K – – –
PVH
524
Psagot Value Holdings
Israel
$343K – – –
AWM
525
Aberdeen Wealth Management
Illinois
$336K – – –
19 20
21
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