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Broadridge
BR

Overview Fund Activity

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
BlackRock
BlackRock
New York
+$51.8M
3
Barclays
Barclays
United Kingdom
+$49.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$24M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$21.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$115M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
251
Burney Company
Virginia
$3.7M -$92K -503 -2%
VI
252
Vestcor Inc
New Brunswick, Canada
$3.69M -$179K -977 -5%
X
253
Xponance
Pennsylvania
$3.61M +$285K +1,561 +9%
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.56M -$29.3K -160 -0.8%
State of Tennessee, Department of Treasury
255
State of Tennessee, Department of Treasury
Tennessee
$3.53M -$54.3K -297 -2%
GIBU
256
Gulf International Bank (UK)
United Kingdom
$3.52M -$749K -4,100 -18%
GAM
257
Garrison Asset Management
Arkansas
$3.42M +$731 +4 +0%
Fiera Capital (Canada)
258
Fiera Capital (Canada)
Quebec, Canada
$3.36M +$303K +1,660 +10%
ASN
259
Advisory Services Network
Georgia
$3.36M +$83.9K +459 +3%
MLICM
260
Metropolitan Life Insurance Company (MetLife)
New York
$3.31M -$70.6K -386 -2%
N
261
Natixis
France
$3.31M -$4.36M -23,867 -57%
LRIC
262
Long Road Investment Counsel
Michigan
$3.28M – – –
HighTower Advisors
263
HighTower Advisors
Illinois
$3.28M -$2.97M -16,252 -48%
MSL
264
Mackay Shields LLC
New York
$3.2M -$66K -361 -2%
MFM
265
MD Financial Management
Ontario, Canada
$3.19M -$66.4K -363 -2%
CCMD
266
Cypress Capital Management (Delaware)
Delaware
$3.18M +$671K +3,670 +27%
Wealthfront Advisers
267
Wealthfront Advisers
California
$3.17M +$816K +4,467 +35%
GAM
268
Gotham Asset Management
New York
$3.15M -$101K -554 -3%
PA
269
PFG Advisors
Arizona
$3.12M -$106K -580 -3%
CIM
270
Caldwell Investment Management
Ontario, Canada
$3.07M +$3.07M +16,700 New
M&T Bank
271
M&T Bank
New York
$3.01M -$28.7K -157 -0.9%
Comerica Bank
272
Comerica Bank
Texas
$2.99M +$18.5K +122 +0.6%
Creative Planning
273
Creative Planning
Kansas
$2.96M +$44.4K +243 +2%
TPSF
274
Texas Permanent School Fund
Texas
$2.94M -$342K -1,868 -10%
PP
275
Prudential plc
United Kingdom
$2.93M -$99.3K -543 -3%
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