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Broadridge
BR

Overview Fund Activity

780 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+15
Holders Change %
+1.96%
% of All Funds
13.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
287
Reduced
247
Closed
56
Calls
$13.7M
Puts
$12.2M
Net Calls
+$1.53M
Net Calls Change
-$6.41M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$192M
2
Parnassus Investments
Parnassus Investments
California
+$119M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$78.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$30.1M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$65.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$51.1M
3
BlackRock
BlackRock
New York
-$43.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.4M
5
Norges Bank
Norges Bank
Norway
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
551
Banque Cantonale Vaudoise
Switzerland
$328K – – –
MC
552
Machina Capital
France
$322K +$322K +1,991 New
Lido Advisors
553
Lido Advisors
California
$321K +$35.6K +220 +12%
AFG
554
Albion Financial Group
Utah
$319K +$319K +1,974 New
YIH
555
Y-Intercept (HK)
Hong Kong
$316K -$985K -6,090 -76%
QI
556
QS Investors
New York
$311K -$1.13K -7 -0.4%
BBA
557
Braun-Bostich & Associates
Pennsylvania
$310K -$9.36K -58 -3%
AAM
558
AMI Asset Management
California
$310K +$17.8K +110 +6%
IA
559
IndexIQ Advisors
New York
$307K +$9.53K +59 +3%
MAFM
560
Mid Atlantic Financial Management
Pennsylvania
$304K +$1.29K +8 +0.4%
RCM
561
Radnor Capital Management
Pennsylvania
$303K – – –
SCM
562
Spreng Capital Management
Ohio
$303K – – –
ONB
563
Old National Bancorp
Indiana
$298K +$298K +1,844 New
WFI
564
West Family Investments
California
$297K +$297K +1,840 New
MIM
565
Marco Investment Management
Georgia
$291K – – –
AMIM
566
Aull & Monroe Investment Management
Alabama
$289K – – –
PAS
567
Park Avenue Securities
New York
$287K +$287K +1,779 New
VCM
568
Vivaldi Capital Management
Illinois
$285K -$1.05K -6 -0.4%
CCP
569
Corient Capital Partners
California
$281K +$12.7K +79 +5%
DC
570
Davenport & Co
Virginia
$280K +$61.7K +382 +28%
MFG
571
Menard Financial Group
Texas
$279K -$263K -1,628 -49%
CWC
572
Carolinas Wealth Consulting
North Carolina
$278K – – –
LOAMS
573
Lombard Odier Asset Management (Switzerland)
Switzerland
$275K -$439K -2,714 -61%
HCM
574
Hudson Capital Management
New Jersey
$275K -$16.2K -100 -6%
Vontobel Holding
575
Vontobel Holding
Switzerland
$270K -$98.6K -610 -27%
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