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Broadridge
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Overview Fund Activity

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$318M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$688M
3
KBC Group
KBC Group
Belgium
$68M
4
Wells Fargo
Wells Fargo
California
$247M
5
Morgan Stanley
Morgan Stanley
New York
$71.6M

Top Sellers

1
AAM
Ardevora Asset Management
United Kingdom
$0
2
ACM
Alta Capital Management
Utah
$47.7M
3
BlackRock
BlackRock
New York
$1.45B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$972M
5
Renaissance Technologies
Renaissance Technologies
New York
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SVB Wealth
Massachusetts
$29.6M -$95.8K -625 -0.3%
National Pension Service
77
National Pension Service
South Korea
$29.5M +$98K +640 +0.3%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$29.3M +$954K +6,228 +3%
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$29.1M +$3.46M +22,599 +13%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$27.8M -$5.02M -32,779 -15%
NIPH
81
NN Investment Partners Holdings
Netherlands
$27.7M +$25.7K +168 +0.1%
Diamond Hill Capital Management
82
Diamond Hill Capital Management
Ohio
$27.7M -$495K -3,234 -2%
Principal Financial Group
83
Principal Financial Group
Iowa
$27.3M -$18.3M -119,761 -40%
Citigroup
84
Citigroup
New York
$26.7M -$2.27M -14,795 -8%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$26.7M – – –
Axa
86
Axa
France
$26.3M +$13.6M +88,524 +106%
LPL Financial
87
LPL Financial
California
$26.3M +$18.7M +121,782 +243%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$25.7M -$3.58M -23,336 -12%
MFWM
89
Motley Fool Wealth Management
Virginia
$25.7M +$281K +1,837 +1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$24.6M -$51.6K -337 -0.2%
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$24.2M -$3.32M -21,677 -12%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$23.4M +$357K +2,332 +2%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$22.9M +$4.01M +26,178 +21%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$22.4M -$1.24M -8,072 -5%
NIMI
95
Natixis Investment Managers International
France
$22.2M +$22.2M +144,675 New
Parnassus Investments
96
Parnassus Investments
California
$21.6M – – –
AQR Capital Management
97
AQR Capital Management
Connecticut
$21.6M +$1.02M +6,729 +5%
Federated Hermes
98
Federated Hermes
Pennsylvania
$21.5M +$876K +5,720 +4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$21.2M +$6.47M +41,720 +44%
DP
100
Dearborn Partners
Illinois
$21.1M +$312K +2,039 +2%
2 3
4
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