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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 %
TI
576
Tidal Investments
Wisconsin
$240K +$240K +1,567 New
EFM
577
E Fund Management
China
$240K +$240K +1,570 New
RJT
578
Raymond James Trust
Florida
$235K -$51.5K -336 -18%
SAM
579
Strategy Asset Managers
California
$231K -$1.53K -10 -0.7%
GG
580
Gofen & Glossberg
Illinois
$231K +$30.6K +200 +15%
BCMO
581
Buckingham Capital Management (Ohio)
Ohio
$230K – – –
PPW
582
Pasadena Private Wealth
California
$230K – – –
KeyBank National Association
583
KeyBank National Association
Ohio
$229K +$3.82K +25 +2%
PA
584
Procyon Advisors
Connecticut
$226K -$86.1K -563 -28%
FBT
585
First Bank & Trust
South Dakota
$226K -$35K -228 -13%
Simplex Trading
586
Simplex Trading
Illinois
$226K +$226K +1,478 New
6M
587
6 Meridian
Kansas
$225K +$225K +1,469 New
SVWAG
588
Sound View Wealth Advisors Group
Georgia
$224K – – –
GT
589
Glenmede Trust
Pennsylvania
$224K +$2.14K +14 +1%
FWM
590
Foresight Wealth Management
Utah
$222K – – –
OL
591
Optas LLC
Texas
$221K -$1.38K -9 -0.6%
AWP
592
Ascent Wealth Partners
New York
$221K +$5.06K +33 +2%
SFSIG
593
San Francisco Sentry Investment Group
California
$220K -$1.99K -13 -0.9%
MAP
594
Moody Aldrich Partners
Massachusetts
$219K +$219K +1,433 New
PA
595
Pinnacle Associates
New York
$216K -$15.3K -100 -7%
RWA
596
River Wealth Advisors
Pennsylvania
$216K +$216K +1,409 New
PWLP
597
Prio Wealth Limited Partnership
Massachusetts
$213K -$1.54K -10 -0.7%
CICI
598
Capital Investment Counsel Inc
North Carolina
$211K +$153 +1 +0.1%
HIC
599
Harvey Investment Company
Kentucky
$209K – – –
RMDI
600
R.M. Davis Inc
Maine
$207K -$16.5K -108 -7%
22 23
24
25 26