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Broadridge
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Overview Fund Activity

765 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, 292 increasing their positions, 253 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-16
Holders Change %
-2.05%
% of All Funds
13.47%
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
292
Reduced
253
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
$526M
2
MIM
Meridiem Investment Management
United Kingdom
$94.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$70.6M
4
Citadel Advisors
Citadel Advisors
Florida
$43.4M
5
ACM
Alta Capital Management
Utah
$84.6M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$0
2
TD Asset Management
TD Asset Management
Ontario, Canada
$18.8M
3
ACM
Atlanta Capital Management
Georgia
$227M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
76
BNP Paribas Asset Management
France
$30.6M +$1.3M +8,487 +4%
SW
77
SVB Wealth
Massachusetts
$30.4M +$812K +5,303 +3%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$30M -$4.44M -29,029 -13%
GCM
79
Geneva Capital Management
Wisconsin
$29.9M -$1.62M -10,600 -5%
National Pension Service
80
National Pension Service
South Korea
$29.6M +$172K +1,123 +0.6%
Loomis, Sayles & Company
81
Loomis, Sayles & Company
Massachusetts
$29.2M +$45.5K +297 +0.2%
LPL Financial
82
LPL Financial
California
$28.6M +$2.3M +15,030 +9%
NIPH
83
NN Investment Partners Holdings
Netherlands
$27.7M +$3.52K +23 +0%
Citigroup
84
Citigroup
New York
$27.3M +$672K +4,392 +3%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$27.2M +$1.51M +9,840 +6%
BTW
86
Boston Trust Walden
Massachusetts
$26.3M +$6.8M +44,428 +35%
MFWM
87
Motley Fool Wealth Management
Virginia
$25.6M -$84.1K -549 -0.3%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$25.3M -$1.56M -10,142 -6%
UBS Group
89
UBS Group
Switzerland
$25.1M -$8.95M -58,431 -26%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$24M -$542K -3,540 -2%
Principal Financial Group
91
Principal Financial Group
Iowa
$23.4M -$3.83M -25,035 -14%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$22.9M +$3.47M +22,647 +18%
CCM
93
Copeland Capital Management
Pennsylvania
$22.3M +$4.3M +28,092 +24%
CAM
94
Congress Asset Management
Massachusetts
$22M +$1.49M +9,704 +7%
Diamond Hill Capital Management
95
Diamond Hill Capital Management
Ohio
$21.9M -$5.76M -37,635 -21%
DP
96
Dearborn Partners
Illinois
$21.8M +$698K +4,558 +3%
Parnassus Investments
97
Parnassus Investments
California
$21.6M – – –
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$21.2M -$1.21M -7,934 -5%
SAM
99
Southernsun Asset Management
Tennessee
$21.1M +$3.82M +24,942 +22%
VIMU
100
Veritas Investment Management (UK)
United Kingdom
$19.7M +$19.7M +128,760 New
2 3
4
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