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Broadridge
BR

Overview Fund Activity

782 hedge funds and large institutions have $16.8B invested in Broadridge in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 269 increasing their positions, 272 reducing their positions, and 48 closing their positions.

Holders
782
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
61
Increased
269
Reduced
272
Closed
48
Calls
$13.7M
Puts
$10.7M
Net Calls
+$2.96M
Net Calls Change
+$1.43M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$211M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
Amundi
3
Amundi
France
$89.9M
4
Norges Bank
4
Norges Bank
Norway
$178M
5
NAM
5
Nissay Asset Management
Japan
$62.3M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$941M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$736M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$11M
4
ACM
4
Alta Capital Management
Utah
$46.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B 13,474,973 +128,859 +1%
BlackRock
2
BlackRock
New York
$1.55B 9,283,177 +86,967 +0.9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$941M 5,645,283 -432,799 -7%
State Street
4
State Street
Massachusetts
$818M 4,889,737 +43,402 +0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$736M 4,415,773 -395,850 -8%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$680M 4,082,706 -33,628 -0.8%
APG Asset Management
7
APG Asset Management
Netherlands
$580M 4,031,453 -5,400 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$359M 2,160,725 +91,573 +4%
JIM
9
Jensen Investment Management
Oregon
$292M 1,755,253 -192,417 -10%
Wells Fargo
10
Wells Fargo
California
$263M 1,578,163 +5,393 +0.3%
Northern Trust
11
Northern Trust
Illinois
$219M 1,314,631 +19,980 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$211M 1,268,126 +774,130 +157%
ACM
13
Atlanta Capital Management
Georgia
$210M 1,260,868 -3,973 -0.3%
Invesco
14
Invesco
Georgia
$208M 1,250,321 -60,541 -5%
Barclays
15
Barclays
United Kingdom
$206M 1,235,423 -4,809 -0.4%
Macquarie Group
16
Macquarie Group
Australia
$195M 1,171,302 -29,529 -2%
Morgan Stanley
17
Morgan Stanley
New York
$186M 1,118,338 +490,211 +78%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$183M 1,100,833 -29,923 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$180M 1,077,512 +74,480 +7%
Norges Bank
20
Norges Bank
Norway
$178M 1,069,709 +263,800 +33%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$150M 897,183 +8,007 +0.9%
Franklin Resources
22
Franklin Resources
California
$149M 893,358 +23,175 +3%
Parnassus Investments
23
Parnassus Investments
California
$146M 878,338 – –
BG
24
Bahl & Gaynor
Ohio
$138M 829,994 -1,707 -0.2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$135M 811,996 +9,151 +1%
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