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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 %
PSB
701
Piscataqua Savings Bank
New Hampshire
$19K +$19K +125 New
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
MWM
703
Mascoma Wealth Management
New Hampshire
$17K +$17K +111 New
CHA
704
Carmichael Hill & Associates
Maryland
$16K – – –
AWA
705
Arkadios Wealth Advisors
Georgia
$15K -$606 -4 -4%
M
706
MOTCO
Texas
$15K – – –
KPCM
707
Kings Point Capital Management
New York
$15K – – –
EWM
708
Endurance Wealth Management
Rhode Island
$15K – – –
AF
709
Allworth Financial
California
$15K – – –
IBOK
710
Independence Bank of Kentucky
Kentucky
$15K – – –
SL
711
Savior LLC
Massachusetts
$14K – – –
TWM
712
Tradition Wealth Management
Minnesota
$14K – – –
CAL
713
Capital Analysts LLC
Pennsylvania
$13K – – –
CA
714
Crewe Advisors
Utah
$13K +$1.49K +10 +13%
Nisa Investment Advisors
715
Nisa Investment Advisors
Missouri
$12.6K +$5.18K +33,853 +70%
BWM
716
Baystate Wealth Management
Massachusetts
$12K – – –
SLF
717
Sun Life Financial
Ontario, Canada
$11K – – –
NFG
718
Next Financial Group
Texas
$11K +$1.21K +8 +12%
PP
719
PrairieView Partners
Minnesota
$11K +$11K +75 New
MGIM
720
M&G Investment Management
United Kingdom
$10.5K -$3.21K -20,966 -23%
GRP
721
Global Retirement Partners
California
$10K -$13.8K -90 -58%
EWA
722
Evolution Wealth Advisors
Florida
$10K +$6.83K +43 +215%
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ME
724
McIlrath & Eck
Washington
$8K – – –
SNT
725
Security National Trust
West Virginia
$8K – – –
27 28
29
30 31