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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 %
VPIM
526
Vanguard Personalized Indexing Management
California
$334K +$115K +751 +53%
Jane Street
527
Jane Street
New York
$332K -$937K -6,114 -74%
PWMG
528
Prestige Wealth Management Group
New Jersey
$332K – – –
IFS
529
Ifrah Financial Services
Arkansas
$330K +$153 +1 +0%
TCBWMS
530
Texas Capital Bank Wealth Management Services
Texas
$325K +$6.13K +40 +2%
BUB
531
BBVA USA Bancshares
Texas
$323K -$27.8K -182 -8%
EWM
532
Evercore Wealth Management
New York
$317K -$5.97K -39 -2%
SPC
533
Sigma Planning Corp
Michigan
$316K +$93.8K +613 +42%
LAM
534
LifePro Asset Management
California
$312K – – –
BCV
535
Banque Cantonale Vaudoise
Switzerland
$311K -$107K -700 -26%
CT
536
Chicago Trust
Illinois
$308K +$15.9K +104 +5%
MCM
537
MAI Capital Management
Ohio
$303K – – –
BBA
538
Braun-Bostich & Associates
Pennsylvania
$303K +$68K +444 +29%
MFS
539
Mirabella Financial Services
United Kingdom
$302K +$302K +1,975 New
QI
540
QS Investors
New York
$296K – – –
WA
541
Wealth Alliance
New York
$293K -$86.6K -565 -23%
SCA
542
Snowden Capital Advisors
New York
$292K +$81.9K +535 +39%
SS
543
Simplicity Solutions
Minnesota
$290K -$1.4M -9,152 -83%
WANY
544
Wealthspire Advisors (New York)
New York
$290K +$82.2K +536 +40%
MAFM
545
Mid Atlantic Financial Management
Pennsylvania
$287K -$18.7K -122 -6%
RCM
546
Radnor Capital Management
Pennsylvania
$287K -$9.19K -60 -3%
SCM
547
Spreng Capital Management
Ohio
$287K -$5.2K -34 -2%
NERM
548
New England Research & Management
Illinois
$287K +$287K +1,875 New
IA
549
IndexIQ Advisors
New York
$282K +$35.7K +233 +14%
AAM
550
AMI Asset Management
California
$277K -$11K -72 -4%
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