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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 %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$32.9M -$1.63M -10,104 -5%
Fidelity International
77
Fidelity International
Bermuda
$32.8M -$136K -841 -0.4%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$32.3M -$19.9K -123 -0.1%
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$32M +$1.26M +7,787 +4%
LPL Financial
80
LPL Financial
California
$31.8M +$1.62M +10,047 +5%
SW
81
SVB Wealth
Massachusetts
$31.8M -$280K -1,735 -0.9%
National Pension Service
82
National Pension Service
South Korea
$31.4M +$127K +784 +0.4%
CS
83
Credit Suisse
Switzerland
$31.1M -$21.4M -132,126 -41%
NIPH
84
NN Investment Partners Holdings
Netherlands
$30.1M +$867K +5,365 +3%
Renaissance Technologies
85
Renaissance Technologies
New York
$30.1M +$30.1M +186,100 New
GCM
86
Geneva Capital Management
Wisconsin
$30M -$1.56M -9,667 -5%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$29.9M -$1.81M -11,208 -6%
BTW
88
Boston Trust Walden
Massachusetts
$29.7M +$1.87M +11,585 +7%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$27.1M -$1.6M -9,906 -6%
Citigroup
90
Citigroup
New York
$26.8M -$2M -12,366 -7%
MFWM
91
Motley Fool Wealth Management
Virginia
$26.7M -$299K -1,848 -1%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$25.9M +$14.5M +89,979 +128%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$25.8M +$1.6M +9,921 +7%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$25.2M +$14M +86,501 +124%
Principal Financial Group
95
Principal Financial Group
Iowa
$25.2M +$499K +3,092 +2%
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$24.9M +$5.53M +34,252 +29%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$24.6M -$728K -4,506 -3%
CAM
98
Congress Asset Management
Massachusetts
$23.7M +$480K +2,973 +2%
DP
99
Dearborn Partners
Illinois
$23.3M +$250K +1,547 +1%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$23.2M +$3.44M +21,232 +17%
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