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Broadridge
BR

784 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 248

13% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.2M

7% more capital invested

Capital invested by funds: $15.3B → $16.3B (+$1.01B)

2% more funds holding

Funds holding: 768 → 784 (+16)

0.58% more ownership

Funds ownership: 87.06% → 87.65% (+0.58%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
784
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
79
Increased
289
Reduced
248
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
+$190M
2
Parnassus Investments
Parnassus Investments
California
+$118M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$77.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$64.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$45.3M
4
BlackRock
BlackRock
New York
-$43.3M
5
Norges Bank
Norges Bank
Norway
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$32.9M -$1.61M -10,104 -5%
Fidelity International
77
Fidelity International
Bermuda
$32.8M -$134K -841 -0.4%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$32.3M -$19.7K -123 -0.1%
Loomis, Sayles & Company
79
Loomis, Sayles & Company
Massachusetts
$32M +$1.24M +7,787 +4%
LPL Financial
80
LPL Financial
California
$31.8M +$1.61M +10,047 +5%
SW
81
SVB Wealth
Massachusetts
$31.8M -$277K -1,735 -0.9%
National Pension Service
82
National Pension Service
South Korea
$31.4M +$125K +784 +0.4%
CS
83
Credit Suisse
Switzerland
$31.1M -$21.1M -132,126 -41%
NIPH
84
NN Investment Partners Holdings
Netherlands
$30.1M +$857K +5,365 +3%
Renaissance Technologies
85
Renaissance Technologies
New York
$30.1M +$29.7M +186,100 New
GCM
86
Geneva Capital Management
Wisconsin
$30M -$1.55M -9,667 -5%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$29.9M -$1.79M -11,208 -6%
BTW
88
Boston Trust Walden
Massachusetts
$29.6M +$1.85M +11,585 +7%
SAM
89
Storebrand Asset Management
Norway
$27.2M +$17.4M +108,800 +182%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$27.1M -$1.58M -9,906 -6%
Citigroup
91
Citigroup
New York
$26.8M -$1.98M -12,366 -7%
MFWM
92
Motley Fool Wealth Management
Virginia
$26.7M -$295K -1,848 -1%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$25.9M +$14.4M +89,979 +128%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$25.8M +$1.59M +9,921 +7%
Arrowstreet Capital
95
Arrowstreet Capital
Massachusetts
$25.2M +$13.8M +86,501 +124%
Principal Financial Group
96
Principal Financial Group
Iowa
$25.2M +$494K +3,092 +2%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$24.9M +$5.47M +34,252 +29%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$24.6M -$720K -4,506 -3%
CAM
99
Congress Asset Management
Massachusetts
$23.7M +$475K +2,973 +2%
DP
100
Dearborn Partners
Illinois
$23.3M +$247K +1,547 +1%
2 3
4
5 6

BR Hedge Fund Activity: Q2 2021 in Review

784 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2021, worth a combined $16.3B — up 6.6% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BR positions and 56 closed out — a net gain of 23 holders — while 289 added to existing stakes and 248 trimmed.

The largest buyer was Macquarie Group, adding an estimated $190M. The largest seller was Swiss National Bank, cutting an estimated $64.7M.

  • 784 institutional investors held Broadridge (BR) as of Q2 2021, up from 768 in Q1 2021.
  • Funds reported $16.3B of Broadridge stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 79 funds opened new Broadridge positions in Q2 2021 and 56 closed out, a net change of +23 holders.
  • The largest Broadridge buyer in Q2 2021 was Macquarie Group, an estimated $190M added.
  • The largest Broadridge seller in Q2 2021 was Swiss National Bank, an estimated $64.7M sold.

Based on aggregated 13F filings for Q2 2021.