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Broadridge
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Overview Fund Activity

781 hedge funds and large institutions have $15.2B invested in Broadridge in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 267 increasing their positions, 275 reducing their positions, and 52 closing their positions.

Holders
781
Holders Change
+43
Holders Change %
+5.83%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
101
Increased
267
Reduced
275
Closed
52
Calls
$21.5M
Puts
$10.4M
Net Calls
+$11.1M
Net Calls Change
+$3.42M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$318M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$688M
3
KBC Group
3
KBC Group
Belgium
$68M
4
Wells Fargo
4
Wells Fargo
California
$247M
5
Morgan Stanley
5
Morgan Stanley
New York
$71.6M

Top Sellers

1
AAM
1
Ardevora Asset Management
United Kingdom
$0
2
ACM
2
Alta Capital Management
Utah
$47.7M
3
BlackRock
3
BlackRock
New York
$1.45B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$972M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.06B 13,469,527 -157,746 -1%
BlackRock
2
BlackRock
New York
$1.45B 9,454,406 -278,312 -3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$972M 6,343,511 -227,038 -3%
State Street
4
State Street
Massachusetts
$747M 4,859,057 -131,014 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$688M 4,492,464 +1,105,360 +33%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$623M 4,067,731 -121,085 -3%
APG Asset Management
7
APG Asset Management
Netherlands
$318M 2,539,889 +1,809,739 +248%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$301M 1,967,835 +53,642 +3%
JIM
9
Jensen Investment Management
Oregon
$295M 1,923,880 +14,026 +0.7%
ACM
10
Atlanta Capital Management
Georgia
$291M 1,900,589 -181,809 -9%
Wells Fargo
11
Wells Fargo
California
$247M 1,613,592 +234,755 +17%
Northern Trust
12
Northern Trust
Illinois
$202M 1,317,500 -40,238 -3%
Invesco
13
Invesco
Georgia
$190M 1,242,298 +22,694 +2%
WRF
14
Waddell & Reed Financial
Kansas
$173M 1,126,799 +47,884 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$168M 1,098,750 -25,810 -2%
Norges Bank
16
Norges Bank
Norway
$166M 1,083,605 +41,309 +4%
Barclays
17
Barclays
United Kingdom
$156M 1,021,313 +126,236 +14%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$142M 928,436 -26,199 -3%
BG
19
Bahl & Gaynor
Ohio
$138M 898,828 -64,287 -7%
Swiss National Bank
20
Swiss National Bank
Switzerland
$137M 895,789 -23,300 -3%
CIM
21
Confluence Investment Management
Missouri
$127M 829,087 -38,571 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$124M 808,035 +8,573 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$120M 783,656 +18,132 +2%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$119M 775,092 -773 -0.1%
Franklin Resources
25
Franklin Resources
California
$113M 736,710 +109,511 +17%
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