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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 %
MFAM
151
Motley Fool Asset Management
Virginia
$8.42M – – –
Osaic Holdings
152
Osaic Holdings
Arizona
$8.31M -$180K -1,175 -2%
PAMU
153
Pictet Asset Management (UK)
United Kingdom
$8.09M -$398K -2,600 -5%
VCM
154
Vision Capital Management
Oregon
$7.83M +$113K +737 +1%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$7.8M -$2.45K -16 -0%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$7.44M +$1.68M +10,966 +29%
IAA
157
Independent Advisor Alliance
North Carolina
$7.43M +$1.2M +7,828 +19%
VPI
158
Value Partners Investments
Manitoba, Canada
$7.39M +$133K +866 +2%
Stifel Financial
159
Stifel Financial
Missouri
$7.38M -$632K -4,129 -8%
MLIC
160
Mandatum Life Insurance Company
Finland
$7.27M – – –
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$7.2M +$47.3K +309 +0.7%
1C
162
1623 Capital
Virginia
$7.2M – – –
Aviva
163
Aviva
United Kingdom
$7.09M -$238K -1,555 -3%
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$7M +$252K +1,647 +4%
PKC
165
Palmer Knight Company
Florida
$6.92M +$1.63M +10,673 +31%
William Blair & Company
166
William Blair & Company
Illinois
$6.88M +$1.7M +11,120 +33%
WI
167
WBI Investments
New Jersey
$6.72M +$3.3M +21,528 +96%
CAC
168
Core Alternative Capital
Georgia
$6.7M +$616K +4,026 +10%
Treasurer of the State of North Carolina
169
Treasurer of the State of North Carolina
North Carolina
$6.7M -$23K -150 -0.3%
KBC Group
170
KBC Group
Belgium
$6.64M -$5.7M -37,258 -46%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$6.61M +$738K +4,820 +13%
AC
172
Alley Company
Illinois
$6.55M +$8.11K +53 +0.1%
LNB
173
Ledyard National Bank
$6.45M +$2.14K +14 +0%
MCG
174
McCollum Christoferson Group
New York
$6.4M +$143K +933 +2%
HPIA
175
Hamilton Point Investment Advisors
North Carolina
$6.36M +$64.5K +420 +1%
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