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Broadridge
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Overview Fund Activity

782 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, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.73%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$211M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
Amundi
Amundi
France
$89.9M
4
Norges Bank
Norges Bank
Norway
$178M
5
NAM
Nissay Asset Management
Japan
$62.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$941M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$736M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$11M
4
ACM
Alta Capital Management
Utah
$46.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$33.2M -$3.61M -21,658 -10%
SW
77
SVB Wealth
Massachusetts
$32.5M -$258K -1,551 -0.8%
National Pension Service
78
National Pension Service
South Korea
$32.3M -$111K -668 -0.3%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$30.9M -$6.13M -36,805 -17%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$30.6M -$161K -967 -0.5%
NIPH
81
NN Investment Partners Holdings
Netherlands
$30.3M -$770K -4,623 -2%
BTW
82
Boston Trust Walden
Massachusetts
$30.2M -$371K -2,228 -1%
CS
83
Credit Suisse
Switzerland
$29.8M -$2.15M -12,895 -7%
GCM
84
Geneva Capital Management
Wisconsin
$29.3M -$1.65M -9,883 -5%
CCM
85
Copeland Capital Management
Pennsylvania
$27.7M +$3.87M +23,209 +16%
CAM
86
Congress Asset Management
Massachusetts
$27.6M +$3.09M +18,568 +13%
Citigroup
87
Citigroup
New York
$27.4M -$259K -1,552 -0.9%
MFWM
88
Motley Fool Wealth Management
Virginia
$27.2M -$287K -1,725 -1%
EARNEST Partners
89
EARNEST Partners
Georgia
$26.8M +$26.8M +160,782 +349,526%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$26.1M +$472K +2,834 +2%
Principal Financial Group
91
Principal Financial Group
Iowa
$26M -$24.8K -149 -0.1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$25.6M +$1.33M +7,840 +5%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$25.3M -$1.34M -8,021 -5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$25.2M -$150K -899 -0.6%
Russell Investments Group
95
Russell Investments Group
United Kingdom
$24.9M +$5.49M +32,922 +28%
Canada Life
96
Canada Life
Manitoba, Canada
$24.3M +$2.55M +15,189 +12%
DP
97
Dearborn Partners
Illinois
$24M +$37.5K +225 +0.2%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$22.5M -$4.24M -25,415 -16%
VIMU
99
Veritas Investment Management (UK)
United Kingdom
$22M +$12.5K +75 +0.1%
BMSSC
100
B. Metzler seel. Sohn & Co
Germany
$21.8M +$1.53M +9,200 +8%
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