Broadridge
769 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, 293 increasing their positions, 255 reducing their positions, and 73 closing their positions.
78% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $13.2M
15% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 255
1% more capital invested
Capital invested by funds: $15.2B → $15.3B (+$124M)
0.74% more ownership
Funds ownership: 86.31% → 87.05% (+0.74%)
8% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 73
2% less funds holding
Funds holding: 786 → 769 (-17)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$221M |
| 2 |
MIM
Meridiem Investment Management
London,
United Kingdom
|
+$91M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$52.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$41.4M |
| 5 |
ACM
Alta Capital Management
Salt Lake City,
Utah
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$79.6M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$61.6M |
| 3 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$61.4M |
| 4 |
TPI
Tesco Pension Investment
London,
United Kingdom
|
-$54.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.9M |
BR Hedge Fund Activity: Q1 2021 in Review
769 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2021, worth a combined $15.3B — up 0.81% from $15.2B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of BR and 67 opened new positions — a net loss of 6 holders — while 255 trimmed existing stakes and 293 added.
The largest buyer was APG Asset Management, adding an estimated $221M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $79.6M sold.
- 769 institutional investors held Broadridge (BR) as of Q1 2021, down from 786 in Q4 2020.
- Funds reported $15.3B of Broadridge stock for Q1 2021, up 0.81% quarter-over-quarter.
- 67 funds opened new Broadridge positions in Q1 2021 and 73 closed out, a net change of -6 holders.
- The largest Broadridge buyer in Q1 2021 was APG Asset Management, an estimated $221M added.
- The largest Broadridge seller in Q1 2021 was Vaughan Nelson Investment Management, an estimated $79.6M sold.
Based on aggregated 13F filings for Q1 2021.