Broadridge
786 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 270 increasing their positions, 274 reducing their positions, and 48 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
28% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $10.7M
27% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 48
3% more capital invested
Capital invested by funds: $16.3B → $16.8B (+$506M)
0% more funds holding
Funds holding: 784 → 786 (+2)
0.2% less ownership
Funds ownership: 87.65% → 87.45% (-0.2%)
1% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$132M |
| 2 |
Morgan Stanley
New York
|
+$83.5M |
| 3 |
Amundi
Paris,
France
|
+$54.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$44.9M |
| 5 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$73.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$67.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$47M |
| 4 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
-$45.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39M |
BR Hedge Fund Activity: Q3 2021 in Review
786 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2021, worth a combined $16.8B — up 3.1% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new BR positions and 48 closed out — a net gain of 13 holders — while 270 added to existing stakes and 274 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $132M. The largest seller was Janus Henderson Group, cutting an estimated $73.7M.
- 786 institutional investors held Broadridge (BR) as of Q3 2021, up from 784 in Q2 2021.
- Funds reported $16.8B of Broadridge stock for Q3 2021, up 3.1% quarter-over-quarter.
- 61 funds opened new Broadridge positions in Q3 2021 and 48 closed out, a net change of +13 holders.
- The largest Broadridge buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $132M added.
- The largest Broadridge seller in Q3 2021 was Janus Henderson Group, an estimated $73.7M sold.
Based on aggregated 13F filings for Q3 2021.