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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
+$195M
2
MIM
Meridiem Investment Management
United Kingdom
+$94.4M
3
First Trust Advisors
First Trust Advisors
Illinois
+$54.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
5
ACM
Alta Capital Management
Utah
+$36.9M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$79.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$63.9M
3
ACM
Atlanta Capital Management
Georgia
-$63.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$36.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
201
Amica Mutual Insurance
Rhode Island
$5.08M -$293K -1,914 -5%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$5.07M -$731K -4,758 -13%
FRAF
203
Första AP-fonden
Sweden
$4.98M +$1.16M +7,600 +31%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.89M -$1.51M -9,840 -24%
ACA
205
Aptus Capital Advisors
Alabama
$4.87M +$293K +1,911 +6%
Federated Hermes
206
Federated Hermes
Pennsylvania
$4.84M -$16.6M -108,607 -77%
CFB
207
Cullen/Frost Bankers
Texas
$4.79M +$91.7K +599 +2%
SG Americas Securities
208
SG Americas Securities
New York
$4.66M +$2.52M +16,452 +117%
Brown Advisory
209
Brown Advisory
Maryland
$4.58M -$78.1K -510 -2%
GIM
210
Goelzer Investment Management
Indiana
$4.55M +$2.25M +14,723 +98%
Korea Investment Corp
211
Korea Investment Corp
South Korea
$4.53M -$475K -3,100 -9%
Millennium Management
212
Millennium Management
New York
$4.47M -$7.67M -50,092 -63%
PIM
213
Progressive Investment Management
Oregon
$4.46M +$49.6K +324 +1%
SOMRS
214
State of Michigan Retirement System
Michigan
$4.45M – – –
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$4.39M – – –
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$4.36M -$246K -1,604 -5%
RPI
217
Railway Pension Investments
United Kingdom
$4.3M -$61.2K -400 -1%
GAM
218
Gotham Asset Management
New York
$4.23M -$6.58M -42,975 -61%
MIM
219
MetLife Investment Management
New Jersey
$4.22M -$74.1K -484 -2%
NG
220
Northstar Group
New York
$4.1M +$497K +3,243 +14%
BFG
221
Berger Financial Group
Minnesota
$4.09M +$4.09M +26,737 New
SA
222
SRN Advisors
Pennsylvania
$4.08M +$1.32M +8,596 +48%
PCM
223
Parsons Capital Management
Rhode Island
$3.99M -$117K -764 -3%
IB
224
Intrust Bank
Kansas
$3.9M -$25.6K -167 -0.7%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$3.85M +$254K +1,662 +7%
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