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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 %
AB
601
Atlas Brown
Kentucky
$207K – – –
DC
602
Davenport & Co
Virginia
$207K – – –
MAM
603
Meeder Asset Management
Ohio
$205K +$157K +1,024 +328%
FCI
604
Financial Counselors Inc
Kansas
$203K -$13K -85 -6%
WSFS
605
Wilmington Savings Fund Society
Delaware
$203K +$203K +1,325 New
ESCM
606
Echo Street Capital Management
New York
$202K -$130K -851 -39%
FAIM
607
Financial Advocates Investment Management
Washington
$201K -$58.4K -382 -23%
BCA
608
Bay Colony Advisors
Massachusetts
$200K -$188K -1,229 -48%
AII
609
AGF Investments Inc
Ontario, Canada
$199K -$12.5K -82 -6%
S
610
SignatureFD
Georgia
$193K -$153 -1 -0.1%
LJHT
611
Laurie J. Hall Trustee
$191K – – –
SIM
612
Sentry Investment Management
Wisconsin
$186K -$888K -5,792 -83%
LS
613
Livforsakringsbolaget Skandia
Sweden
$184K – – –
KFI
614
Key Financial Inc
Pennsylvania
$177K – – –
Bank Julius Baer & Co
615
Bank Julius Baer & Co
Switzerland
$169K -$50.5K -329 -23%
CI
616
CX Institutional
Indiana
$159K +$12.9K +84 +9%
CWP
617
Concord Wealth Partners
Virginia
$158K +$155K +1,018 +5,988%
ACM
618
Allred Capital Management
Texas
$155K +$155K +1,014 New
GWSG
619
GPS Wealth Strategies Group
Colorado
$153K +$153K +1,004 New
CFGS
620
Concourse Financial Group Securities
Alabama
$150K +$18.8K +122 +14%
SBSB
621
Sullivan, Bruyette, Speros & Blaney
Virginia
$138K – – –
MIFH
622
Migdal Insurance & Financial Holdings
Israel
$134K +$134K +875 New
EP
623
Eudaimonia Partners
Tennessee
$130K -$97.3K -635 -43%
Rockefeller Capital Management
624
Rockefeller Capital Management
New York
$129K +$4.13K +27 +3%
MC
625
Maverick Capital
Texas
$127K +$127K +830 New
23 24
25
26 27