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Broadridge
BR

Overview Fund Activity

787 hedge funds and large institutions have $15.3B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 260 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+28
Holders Change %
+3.69%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
86
Increased
260
Reduced
284
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$898M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$154M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.5M
5
Millennium Management
5
Millennium Management
New York
$24.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$486M
2
CW
2
Connectus Wealth
Ohio
$14.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.7M
5
Amundi
5
Amundi
France
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$3.41M -$60.5K -419 -2%
SNB
227
Security National Bank
Nebraska
$3.35M -$5.92K -41 -0.2%
GIM
228
Goelzer Investment Management
Indiana
$3.33M -$148K -1,025 -4%
AAM
229
Aureus Asset Management
Massachusetts
$3.18M -$1.08M -7,509 -25%
BCM
230
Brown Capital Management
Maryland
$3.18M -$14.4K -100 -0.5%
FHB
231
First Hawaiian Bank
Hawaii
$3.18M -$238K -1,651 -7%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$3.14M +$45.9K +318 +1%
Allianz Asset Management
233
Allianz Asset Management
Germany
$3.1M +$777K +5,387 +33%
HT
234
HighTower Trust
Texas
$3.1M +$3.1M +21,451 New
IB
235
Intrust Bank
Kansas
$3.04M -$11K -76 -0.4%
CAM
236
Cidel Asset Management
Ontario, Canada
$3.02M +$681K +4,720 +29%
GAM
237
Gotham Asset Management
New York
$3.02M +$3.02M +20,936 New
URS
238
Utah Retirement Systems
Utah
$3.02M +$14.4K +100 +0.5%
CCMD
239
Cypress Capital Management (Delaware)
Delaware
$3M +$11.5K +80 +0.4%
AAF
240
Andra AP-fonden
Sweden
$2.96M -$159K -1,100 -5%
Squarepoint
241
Squarepoint
New York
$2.95M +$1.52M +10,528 +107%
Skandinaviska Enskilda Banken (SEB)
242
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.94M -$270K -1,868 -8%
Mariner
243
Mariner
Kansas
$2.9M +$340K +2,357 +13%
ACM
244
AlphaCrest Capital Management
New York
$2.89M +$1.58M +10,925 +121%
BCI
245
Brinker Capital Investments
Pennsylvania
$2.88M -$623K -4,320 -18%
BC
246
Burney Company
Virginia
$2.88M -$27.9K -193 -1%
KPWS
247
Kestra Private Wealth Services
Texas
$2.85M +$426K +2,950 +18%
GAM
248
Griffin Asset Management
New York
$2.83M -$62.6K -434 -2%
PHK
249
Point72 Hong Kong
Hong Kong
$2.8M +$1.38M +9,594 +98%
CG
250
Cynosure Group
Utah
$2.79M +$12.3K +85 +0.4%
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