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Broadridge
BR

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 %
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$11.4M +$8.57M +55,984 +306%
PI
127
PineBridge Investments
New York
$11.3M -$740K -4,833 -6%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$11.3M -$148K -965 -1%
VCM
129
Vigilant Capital Management
Maine
$11.3M +$273K +1,784 +2%
SFI
130
Susquehanna Fundamental Investments
Pennsylvania
$11.2M +$3.94M +25,718 +54%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$10.8M -$67.2K -439 -0.6%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$10.8M -$582K -3,799 -5%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$10.8M -$1.48M -9,647 -12%
WT
134
Washington Trust
Rhode Island
$10.7M +$281K +1,838 +3%
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
$10.7M -$13.5M -88,021 -56%
AAF
136
Andra AP-fonden
Sweden
$10.6M -$643K -4,200 -6%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$10.5M -$2.91M -19,028 -22%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$10.3M -$791K -5,170 -7%
Man Group
139
Man Group
United Kingdom
$10M +$134K +872 +1%
MCM
140
McRae Capital Management
New Jersey
$9.97M +$61.7K +403 +0.6%
MC
141
Middleton & Co
Massachusetts
$9.88M -$403K -2,635 -4%
CG
142
Colony Group
Massachusetts
$9.85M -$215K -1,406 -2%
Victory Capital Management
143
Victory Capital Management
Texas
$9.78M +$750K +4,897 +8%
Asset Management One
144
Asset Management One
Japan
$9.64M -$619K -4,045 -6%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.6M +$700K +4,573 +8%
SOADOR
146
State of Alaska Department of Revenue
Alaska
$9.52M -$131K -854 -1%
LCM
147
Logan Capital Management
Pennsylvania
$8.92M -$425K -2,777 -5%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$8.83M -$11.6M -75,790 -57%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$8.62M +$264K +1,727 +3%
OAM
150
Optimal Asset Management
California
$8.58M +$153K +1,000 +2%
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