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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 %
WB
676
Webster Bank
Connecticut
$33K – – –
SSB
677
Sandy Spring Bank
Maryland
$33K +$9.3K +60 +39%
LC
678
Lindbrook Capital
California
$31K – – –
TCM
679
Tradewinds Capital Management
Washington
$31K – – –
HI
680
Harbour Investments
Wisconsin
$31K +$31K +202 New
FPB
681
First PREMIER Bank
South Dakota
$30K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
682
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28K -$54.3K -361 -66%
GCM
683
Gables Capital Management
Florida
$28K +$6.32K +42 +29%
IRC
684
Investors Research Corp
Georgia
$27K – – –
MCM
685
MV Capital Management
Maryland
$27K – – –
PCG
686
Private Capital Group
Connecticut
$26K -$21.9K -140 -46%
AWM
687
Avior Wealth Management
Nebraska
$26K -$743 -5 -3%
TWA
688
TCI Wealth Advisors
Arizona
$26K – – –
AIC
689
Ameritas Investment Company
Nebraska
$25.9K +$25.9K +169 New
PO
690
Private Ocean
California
$25K -$12.2K -80 -33%
RWB
691
RMR Wealth Builders
New Jersey
$25K +$25K +166 New
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$24K -$10.4K -20 -30%
OAJ
693
Ogorek Anthony Joseph
New York
$23K – – –
GA
694
GoalVest Advisory
New York
$23K – – –
APP
695
Alpha Paradigm Partners
Illinois
$23K +$23K +152 New
GLLW
696
Graves Light Lenhart Wealth
Virginia
$22K – – –
IAIM
697
International Assets Investment Management
Florida
$22K – – –
SFP
698
Sterling Financial Planning
New Jersey
$22K – – –
BFC
699
Bedel Financial Consulting
Indiana
$21K – – –
PFGIA
700
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$155 +1 +0.8%
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28
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