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Broadridge
BR

Overview Fund Activity

738 hedge funds and large institutions have $13.1B invested in Broadridge in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+24
Holders Change %
+3.36%
% of All Funds
14.93%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.22%
New
76
Increased
243
Reduced
280
Closed
47
Calls
$18.3M
Puts
$10.6M
Net Calls
+$7.7M
Net Calls Change
+$53.2M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$34.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.5M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$63M
4
APG Asset Management
APG Asset Management
Netherlands
$82.2M
5
HPC
HM Payson & Co
Maine
$22.4M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
$0
2
Brown Advisory
Brown Advisory
Maryland
$4.02M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$332K
5
BlackRock
BlackRock
New York
$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$19.9M -$1.18M -8,928 -6%
Parnassus Investments
102
Parnassus Investments
California
$18.6M -$427K -3,236 -2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$18.2M -$639K -4,841 -3%
DP
104
Dearborn Partners
Illinois
$17.9M -$13.9K -105 -0.1%
AQR Capital Management
105
AQR Capital Management
Connecticut
$17.9M -$1.58M -11,964 -8%
Federated Hermes
106
Federated Hermes
Pennsylvania
$17.8M -$442K -3,349 -2%
AG
107
Aperio Group
California
$17.5M +$640K +4,846 +4%
CAM
108
Congress Asset Management
Massachusetts
$17.3M +$1.2M +9,121 +7%
CCM
109
Copeland Capital Management
Pennsylvania
$16.6M -$2.04M -15,478 -11%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M +$134K +1,016 +0.8%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$16.3M -$2.44M -18,451 -13%
NC
112
Nicholas Company
Wisconsin
$15.8M +$16.5K +125 +0.1%
Citadel Advisors
113
Citadel Advisors
Florida
$15.3M +$15.3M +115,715 New
HSBC Holdings
114
HSBC Holdings
United Kingdom
$15.1M +$3.64M +27,550 +32%
Ameriprise
115
Ameriprise
Minnesota
$15M -$21.1K -160 -0.1%
AR
116
Advisory Research
Illinois
$14M -$1.95M -14,735 -12%
HCM
117
Horan Capital Management
Maryland
$13.5M +$384K +2,908 +3%
KLWA
118
Kelly Lawrence W & Associates
California
$13.3M -$7.02M -53,185 -35%
Prudential Financial
119
Prudential Financial
New Jersey
$13M +$24.6K +186 +0.2%
MSV
120
MN Services Vermogensbeheer
Netherlands
$12.9M – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$12.9M +$801K +5,903 +7%
BST
122
Bath Savings Trust
Maine
$12.8M +$83.8K +635 +0.7%
Canada Life
123
Canada Life
Manitoba, Canada
$12.4M -$7.35M -55,684 -37%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$12.3M +$128K +970 +1%
WDA
125
Wendell David Associates
New Hampshire
$11.9M +$90.7K +687 +0.8%
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