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Broadridge

768 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, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $21M | Put options by funds: $13M

15% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 255

0.72% more ownership

Funds ownership: 86.34%87.06% (+0.72%)

1% more capital invested

Capital invested by funds: $15.2B → $15.3B (+$108M)

8% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 73

2% less funds holding

Funds holding: 784768 (-16)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
768
Holders Change
-16
Holders Change %
-2.04%
% of All Funds
13.49%
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
293
Reduced
255
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
801
Nomura Holdings
Japan
-$641K -4,182 Closed
PAMP
802
Polar Asset Management Partners
Ontario, Canada
-$611K -3,986 Closed
BG
803
Bellevue Group
Switzerland
-$521K -3,400 Closed
B
804
Barings
North Carolina
-$455K -2,969 Closed
JF
805
Jump Financial
Illinois
-$371K -2,426 Closed
E
806
Ergoteles
New York
-$343K -2,236 Closed
OC
807
Oppenheimer & Co
New York
-$336K -2,195 Closed
GI
808
GAMCO Investors
Connecticut
-$286K -1,867 Closed
CRC
809
Curi RMB Capital
Illinois
-$267K -1,747 Closed
SICM
810
Sustainable Insight Capital Management
New York
-$267K -1,743 Closed
CCA
811
Cadent Capital Advisors
Oklahoma
-$237K -1,544 Closed
BFO
812
Boston Family Office
Massachusetts
-$230K -1,500 Closed
AT
813
Arden Trust
Delaware
-$224K -1,457 Closed
MCM
814
Murphy Capital Management
New Jersey
-$218K -1,424 Closed
CI
815
Conning Inc
Connecticut
-$215K -1,404 Closed
YMRC
816
Yorktown Management & Research Company
Virginia
-$214K -1,400 Closed
MGIA
817
Moneta Group Investment Advisors
Missouri
-$206K -1,345 Closed
DZ Bank
818
DZ Bank
Germany
-$181K -1,189 Closed
PWM
819
Perigon Wealth Management
California
-$127K -830 Closed
Capstone Investment Advisors
820
Capstone Investment Advisors
New York
-$120K -813 Closed
CAAS
821
Capital Asset Advisory Services
Michigan
-$92K -599 Closed
PWPS
822
Pinnacle Wealth Planning Services
Ohio
-$89K -579 Closed
Walleye Trading
823
Walleye Trading
New York
-$84.5K -572 Closed
VCG
824
Vantage Consulting Group
Virginia
-$55K -359 Closed
CCA
825
Childress Capital Advisors
Texas
-$43K -279 Closed