BR icon

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 %
HCM
551
Hudson Capital Management
New Jersey
$276K – – –
MIM
552
Marco Investment Management
Georgia
$276K – – –
AMIM
553
Aull & Monroe Investment Management
Alabama
$275K – – –
CWM
554
Connecticut Wealth Management
Connecticut
$274K +$274K +1,787 New
BAM
555
Blueshift Asset Management
New Jersey
$273K +$273K +1,782 New
Lido Advisors
556
Lido Advisors
California
$271K +$62.9K +409 +30%
VCM
557
Vivaldi Capital Management
Illinois
$268K – – –
CWC
558
Carolinas Wealth Consulting
North Carolina
$264K – – –
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
AIP
560
Ameritas Investment Partners
Nebraska
$258K – – –
VF
561
Virtu Financial
New York
$257K +$257K +1,679 New
SBH
562
Segall Bryant & Hamill
Illinois
$256K +$23.2K +152 +10%
CCP
563
Corient Capital Partners
California
$255K -$3.99K -26 -2%
BF
564
BOK Financial
Oklahoma
$254K +$15K +98 +6%
CAM
565
Campion Asset Management
Virginia
$253K +$253K +1,650 New
AIM
566
Anchor Investment Management
South Carolina
$253K – – –
PP
567
Patron Partners
Texas
$251K +$18.8K +123 +8%
AIM
568
Arcadia Investment Management
Michigan
$248K – – –
IP
569
Innovative Portfolios
Indiana
$248K +$248K +1,617 New
RIG
570
RiverFront Investment Group
Virginia
$246K +$32.4K +211 +15%
BOH
571
Bank of Hawaii
Hawaii
$243K -$28.9K -189 -11%
PA
572
Profund Advisors
Maryland
$242K +$1.69K +11 +0.7%
First Manhattan
573
First Manhattan
New York
$240K -$267K -1,751 -53%
AAS
574
Avantax Advisory Services
Texas
$240K -$55.7K -364 -19%
MC
575
Moors & Cabot
Massachusetts
$240K -$16.9K -110 -7%
21 22
23
24 25