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Broadridge
BR

786 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, 270 increasing their positions, 274 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

28% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $10.7M

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

3% more capital invested

Capital invested by funds: $16.3B → $16.8B (+$506M)

0% more funds holding

Funds holding: 784 → 786 (+2)

0.2% less ownership

Funds ownership: 87.65% → 87.45% (-0.2%)

1% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 274

Holders
786
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
13.76%
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
270
Reduced
274
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)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$132M
2
Morgan Stanley
Morgan Stanley
New York
+$83.5M
3
Amundi
Amundi
France
+$54.8M
4
Norges Bank
Norges Bank
Norway
+$44.9M
5
NAM
Nissay Asset Management
Japan
+$42.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$73.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$67.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$47M
4
ACM
Alta Capital Management
Utah
-$45.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.25B +$21.9M +128,859 +1%
BlackRock
2
BlackRock
New York
$1.55B +$14.8M +86,967 +0.9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$941M -$73.7M -432,799 -7%
State Street
4
State Street
Massachusetts
$818M +$7.39M +43,402 +0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$736M -$67.4M -395,850 -8%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$680M -$5.73M -33,628 -0.8%
APG Asset Management
7
APG Asset Management
Netherlands
$580M -$920K -5,400 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$359M +$15.6M +91,573 +4%
JIM
9
Jensen Investment Management
Oregon
$292M -$32.8M -192,417 -10%
Wells Fargo
10
Wells Fargo
California
$263M +$918K +5,393 +0.3%
Northern Trust
11
Northern Trust
Illinois
$219M +$3.4M +19,980 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$211M +$132M +774,130 +157%
ACM
13
Atlanta Capital Management
Georgia
$210M -$677K -3,973 -0.3%
Invesco
14
Invesco
Georgia
$208M -$10.3M -60,541 -5%
Barclays
15
Barclays
United Kingdom
$206M -$819K -4,809 -0.4%
Macquarie Group
16
Macquarie Group
Australia
$195M -$5.03M -29,529 -2%
Morgan Stanley
17
Morgan Stanley
New York
$186M +$83.5M +490,211 +78%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$183M -$5.1M -29,923 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$180M +$12.7M +74,480 +7%
Norges Bank
20
Norges Bank
Norway
$178M +$44.9M +263,800 +33%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$150M +$1.36M +8,007 +0.9%
Franklin Resources
22
Franklin Resources
California
$149M +$3.95M +23,175 +3%
Parnassus Investments
23
Parnassus Investments
California
$146M – – –
BG
24
Bahl & Gaynor
Ohio
$138M -$291K -1,707 -0.2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$135M +$1.56M +9,151 +1%
1
2 3 4 5

BR Hedge Fund Activity: Q3 2021 in Review

786 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2021, worth a combined $16.8B — up 3.1% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BR positions and 48 closed out — a net gain of 13 holders — while 270 added to existing stakes and 274 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $132M. The largest seller was Janus Henderson Group, cutting an estimated $73.7M.

  • 786 institutional investors held Broadridge (BR) as of Q3 2021, up from 784 in Q2 2021.
  • Funds reported $16.8B of Broadridge stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 61 funds opened new Broadridge positions in Q3 2021 and 48 closed out, a net change of +13 holders.
  • The largest Broadridge buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $132M added.
  • The largest Broadridge seller in Q3 2021 was Janus Henderson Group, an estimated $73.7M sold.

Based on aggregated 13F filings for Q3 2021.