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Broadridge
BR

Overview Fund Activity

780 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+15
Holders Change %
+1.96%
% of All Funds
13.62%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
78
Increased
287
Reduced
247
Closed
56
Calls
$13.7M
Puts
$12.2M
Net Calls
+$1.53M
Net Calls Change
-$6.41M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$192M
2
Parnassus Investments
Parnassus Investments
California
+$119M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$78.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$30.1M

Top Sellers

1
Swiss National Bank
Swiss National Bank
Switzerland
-$65.4M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$51.1M
3
BlackRock
BlackRock
New York
-$43.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$43.4M
5
Norges Bank
Norges Bank
Norway
-$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Bell Asset Management
Australia
$5.37M -$1.27M -7,887 -19%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$5.37M +$23.2K +143 +0.4%
AMI
203
Amica Mutual Insurance
Rhode Island
$5.36M – – –
GT
204
Greenleaf Trust
Michigan
$5.31M -$96.9K -600 -2%
ASRS
205
Arizona State Retirement System
Arizona
$5.29M -$97.9K -606 -2%
BMM
206
Buffington Mohr McNeal
Idaho
$5.25M +$2.08M +12,854 +65%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$5.23M -$542K -3,360 -9%
N
208
Natixis
France
$5.2M +$5.2M +32,218 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.15M – – –
CFB
210
Cullen/Frost Bankers
Texas
$4.99M -$65.1K -403 -1%
SA
211
SRN Advisors
Pennsylvania
$4.89M +$578K +3,578 +13%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$4.85M -$8.21M -50,843 -63%
Handelsbanken Fonder
213
Handelsbanken Fonder
Sweden
$4.81M +$171K +1,060 +4%
Brown Advisory
214
Brown Advisory
Maryland
$4.79M -$48.5K -300 -1%
GIM
215
Goelzer Investment Management
Indiana
$4.7M -$102K -633 -2%
PIM
216
Progressive Investment Management
Oregon
$4.69M -$16.6K -103 -0.4%
RPI
217
Railway Pension Investments
United Kingdom
$4.54M – – –
AB
218
Amalgamated Bank
New York
$4.53M +$3.39M +20,992 +298%
NG
219
Northstar Group
New York
$4.53M +$204K +1,263 +5%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$4.51M -$95K -588 -2%
BFG
221
Berger Financial Group
Minnesota
$4.46M +$146K +901 +3%
SG Americas Securities
222
SG Americas Securities
New York
$4.46M -$458K -2,835 -9%
GAM
223
Gotham Asset Management
New York
$4.45M -$9.53K -59 -0.2%
IFAM
224
Institutional & Family Asset Management
Colorado
$4.43M +$640K +3,962 +17%
GIA
225
GHP Investment Advisors
Colorado
$4.38M +$364K +2,255 +9%
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