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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
Nisa Investment Advisors
751
Nisa Investment Advisors
Missouri
$7.63K -$5.59M -34,953 -43%
EARNEST Partners
752
EARNEST Partners
Georgia
$7K – – –
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
SWA
754
Sutton Wealth Advisors
Florida
$6.62K – – –
LWA
755
Lenox Wealth Advisors
New York
$6K – – –
TSW
756
Thompson Siegel & Walmsley
Virginia
$6K – – –
AIG
757
American International Group
New York
$5.91K -$129K -810 -2%
HWMA
758
Heritage Wealth Management (Arizona)
Arizona
$5K -$45.7K -286 -91%
AF
759
Advisornet Financial
Minnesota
$5K – – –
BMD
760
Better Money Decisions
New Mexico
$5K – – –
MRCM
761
M&R Capital Management
New Jersey
$5K – – –
CA
762
Clearstead Advisors
Ohio
$5K +$4.79K +30 New
MGIM
763
M&G Investment Management
United Kingdom
$4.41K -$6.67M -41,757 -61%
ACM
764
AUA Capital Management
Pennsylvania
$4K – – –
FMP
765
Financial Management Professionals
Texas
$4K – – –
JFA
766
JNBA Financial Advisors
Minnesota
$4K – – –
JMF
767
Johnson Midwest Financial
Iowa
$4K – – –
RA
768
Resolute Advisors
California
$4K – – –
VCM
769
Versant Capital Management
Arizona
$4K – – –
EWA
770
Evolution Wealth Advisors
Florida
$3K -$6.87K -43 -68%
EIM
771
Essex Investment Management
Massachusetts
$3K – – –
TFS
772
TrustCore Financial Services
Tennessee
$3K – – –
UFF
773
USA Financial Formulas
Michigan
$3K +$2.72K +17 New
BWA
774
BDO Wealth Advisors
Florida
$2K – – –
CFO
775
CVA Family Office
Colorado
$2K – – –
29 30
31
32 33

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.