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Broadridge
BR

784 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 248

13% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.2M

7% more capital invested

Capital invested by funds: $15.3B → $16.3B (+$1.01B)

2% more funds holding

Funds holding: 768 → 784 (+16)

0.58% more ownership

Funds ownership: 87.06% → 87.65% (+0.58%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
784
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
79
Increased
289
Reduced
248
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
+$190M
2
Parnassus Investments
Parnassus Investments
California
+$118M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$77.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$64.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$45.3M
4
BlackRock
BlackRock
New York
-$43.3M
5
Norges Bank
Norges Bank
Norway
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
576
Lombard Odier Asset Management (Switzerland)
Switzerland
$275K -$434K -2,714 -61%
HCM
577
Hudson Capital Management
New Jersey
$275K -$16K -100 -6%
Vontobel Holding
578
Vontobel Holding
Switzerland
$270K -$97.5K -610 -27%
AWM
579
Accurate Wealth Management
Florida
$270K +$267K +1,673 New
AIM
580
Anchor Investment Management
South Carolina
$267K – – –
PA
581
Profund Advisors
Maryland
$266K +$11.3K +71 +4%
SAM
582
Strategy Asset Managers
California
$264K +$19.2K +120 +8%
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$263K – – –
AIM
584
Arcadia Investment Management
Michigan
$261K – – –
TCM
585
Tuttle Capital Management
Connecticut
$260K +$257K +1,611 New
AIP
586
Ameritas Investment Partners
Nebraska
$256K -$15.3K -96 -6%
AAS
587
Avantax Advisory Services
Texas
$256K +$2.56K +16 +1%
First Manhattan
588
First Manhattan
New York
$253K – – –
MC
589
Moors & Cabot
Massachusetts
$252K -$160 -1 -0.1%
AWP
590
Ascent Wealth Partners
New York
$252K +$19.2K +120 +8%
S
591
SignatureFD
Georgia
$249K +$44.6K +279 +22%
RMDI
592
R.M. Davis Inc
Maine
$248K +$28.6K +179 +13%
GG
593
Gofen & Glossberg
Illinois
$244K +$160 +1 +0.1%
GT
594
Glenmede Trust
Pennsylvania
$243K +$6.71K +42 +3%
PFO
595
Pathstone Family Office
New Jersey
$243K +$240K +1,502 New
BCMO
596
Buckingham Capital Management (Ohio)
Ohio
$242K – – –
PPW
597
Pasadena Private Wealth
California
$242K – – –
KeyBank National Association
598
KeyBank National Association
Ohio
$241K -$959 -6 -0.4%
PA
599
Procyon Advisors
Connecticut
$239K – – –
SVWAG
600
Sound View Wealth Advisors Group
Georgia
$236K – – –
22 23
24
25 26

BR Hedge Fund Activity: Q2 2021 in Review

784 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2021, worth a combined $16.3B — up 6.6% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BR positions and 56 closed out — a net gain of 23 holders — while 289 added to existing stakes and 248 trimmed.

The largest buyer was Macquarie Group, adding an estimated $190M. The largest seller was Swiss National Bank, cutting an estimated $64.7M.

  • 784 institutional investors held Broadridge (BR) as of Q2 2021, up from 768 in Q1 2021.
  • Funds reported $16.3B of Broadridge stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 79 funds opened new Broadridge positions in Q2 2021 and 56 closed out, a net change of +23 holders.
  • The largest Broadridge buyer in Q2 2021 was Macquarie Group, an estimated $190M added.
  • The largest Broadridge seller in Q2 2021 was Swiss National Bank, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2021.