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Broadridge
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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
$194M
2
Parnassus Investments
Parnassus Investments
California
$142M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$79.8M
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
$76.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$982M
3
BlackRock
BlackRock
New York
$1.49B
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Norges Bank
Norges Bank
Norway
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
801
Krane Funds Advisors
New York
– -$460K -3,007 Closed
JWCA
802
J.W. Cole Advisors
Florida
– -$453K -2,961 Closed
VFA
803
Voya Financial Advisors
Connecticut
– -$444K -2,901 Closed
CBT
804
Capital Bank & Trust
California
– -$383K -2,500 Closed
BAIA
805
Bel Air Investment Advisors
California
– -$353K -2,304 Closed
MFS
806
Mirabella Financial Services
United Kingdom
– -$302K -1,975 Closed
WANY
807
Wealthspire Advisors (New York)
New York
– -$290K -1,892 Closed
NERM
808
New England Research & Management
Illinois
– -$287K -1,875 Closed
BAM
809
Blueshift Asset Management
New Jersey
– -$273K -1,782 Closed
VF
810
Virtu Financial
New York
– -$257K -1,679 Closed
SBH
811
Segall Bryant & Hamill
Illinois
– -$256K -1,679 Closed
PP
812
Patron Partners
Texas
– -$251K -1,642 Closed
IP
813
Innovative Portfolios
Indiana
– -$248K -1,617 Closed
RIG
814
RiverFront Investment Group
Virginia
– -$246K -1,604 Closed
BOH
815
Bank of Hawaii
Hawaii
– -$243K -1,587 Closed
Simplex Trading
816
Simplex Trading
Illinois
– -$226K -1,478 Closed
PWLP
817
Prio Wealth Limited Partnership
Massachusetts
– -$213K -1,388 Closed
FCI
818
Financial Counselors Inc
Kansas
– -$203K -1,328 Closed
FAIM
819
Financial Advocates Investment Management
Washington
– -$201K -1,314 Closed
BCA
820
Bay Colony Advisors
Massachusetts
– -$200K -1,308 Closed
ACM
821
Allred Capital Management
Texas
– -$155K -1,014 Closed
MIFH
822
Migdal Insurance & Financial Holdings
Israel
– -$134K -875 Closed
EP
823
Eudaimonia Partners
Tennessee
– -$130K -848 Closed
AWM
824
Avior Wealth Management
Nebraska
– -$26K -175 Closed
AIC
825
Ameritas Investment Company
Nebraska
– -$25.9K -169 Closed
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