Broadridge
785 hedge funds and large institutions have $16.3B invested in Broadridge in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 246 reducing their positions, and 57 closing their positions.
65% more capital inflows, than outflows
Capital inflows: $1.02B | Capital outflows: $617M
40% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 57
18% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 246
13% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $12.2M
2% more funds holding
Funds holding: 769 → 785 (+16)
0.6% more ownership
Funds ownership: 87.05% → 87.64% (+0.6%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$190M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$118M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$77.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$46.5M |
| 5 |
Renaissance Technologies
New York
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swiss National Bank
Zurich,
Switzerland
|
-$64.7M |
| 2 |
Janus Henderson Group
London,
|
-$50.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$45.3M |
| 4 |
BlackRock
New York
|
-$43.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$42.8M |
BR Hedge Fund Activity: Q2 2021 in Review
785 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2021, worth a combined $16.3B — up 6.5% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BR positions and 57 closed out — a net gain of 23 holders — while 290 added to existing stakes and 246 trimmed.
The largest buyer was Macquarie Group, adding an estimated $190M. The largest seller was Swiss National Bank, cutting an estimated $64.7M.
- 785 institutional investors held Broadridge (BR) as of Q2 2021, up from 769 in Q1 2021.
- Funds reported $16.3B of Broadridge stock for Q2 2021, up 6.5% quarter-over-quarter.
- 80 funds opened new Broadridge positions in Q2 2021 and 57 closed out, a net change of +23 holders.
- The largest Broadridge buyer in Q2 2021 was Macquarie Group, an estimated $190M added.
- The largest Broadridge seller in Q2 2021 was Swiss National Bank, an estimated $64.7M sold.
Based on aggregated 13F filings for Q2 2021.