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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 %
PCM
651
Penserra Capital Management
California
$89K +$43.7K +273 +96%
LWANC
652
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K -$2.43K -15 -3%
NR
653
Newfound Research
Massachusetts
$88K +$5.82K +36 +7%
MA
654
MUFG Americas
New York
$87K – – –
SB
655
Strategic Blueprint
Georgia
$85K +$85K +524 New
ACA
656
Atlas Capital Advisors
Wyoming
$84.2K +$84.2K +521 New
HCM
657
Highlander Capital Management
New Jersey
$81K – – –
WOC
658
West Oak Capital
California
$81K – – –
LWA
659
Lowe Wealth Advisors
Maryland
$79K – – –
JCM
660
Jacobi Capital Management
Pennsylvania
$79K +$13.1K +81 +20%
PA
661
Parallel Advisors
California
$74K +$26.3K +163 +55%
BFG
662
Baron Financial Group
New Jersey
$71.6K – – –
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
$71K -$26.1K -161 -27%
RFA
664
Reilly Financial Advisors
California
$71K – – –
AS
665
Altshuler Shaham
Israel
$70K -$13.2K -82 -16%
BCWM
666
Bartlett & Co Wealth Management
Ohio
$69.7K – – –
BC
667
Bartlett & Co
Ohio
$69K – – –
ST
668
Smithfield Trust
Pennsylvania
$65K – – –
DWA
669
Dougherty Wealth Advisers
Minnesota
$65K – – –
CCA
670
Column Capital Advisors
Indiana
$62K -$13K -80 -17%
T
671
TOBAM
France
$62K – – –
CLOS
672
Compagnie Lombard Odier SCmA
Switzerland
$60K -$649K -4,000 -92%
PB
673
Pinnacle Bancorp
Nebraska
$57K – – –
GWS
674
Glassman Wealth Services
Virginia
$56K +$977 +6 +2%
AWA
675
Arkadios Wealth Advisors
Georgia
$55K +$39K +241 +243%
25 26
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