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Broadridge
BR

Overview Fund Activity

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$67.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$32.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.1M
5
ECM
Ensemble Capital Management
California
+$21.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$22.7M
3
State Street
State Street
Massachusetts
-$16.7M
4
Wells Fargo
Wells Fargo
California
-$14.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
251
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.43M +$206K +1,443 +9%
HighTower Advisors
252
HighTower Advisors
Illinois
$2.42M -$30.1K -211 -1%
Comerica Bank
253
Comerica Bank
Texas
$2.41M +$2.74K +18 +0.1%
SOADOR
254
State of Alaska Department of Revenue
Alaska
$2.4M -$1.26M -8,853 -34%
ASN
255
Advisory Services Network
Georgia
$2.39M +$54K +379 +2%
KPWS
256
Kestra Private Wealth Services
Texas
$2.39M +$2.39M +16,776 New
GIA
257
Gateway Investment Advisers
Ohio
$2.38M +$855 +6 +0%
KBC Group
258
KBC Group
Belgium
$2.34M +$63.6K +446 +3%
CAM
259
Cidel Asset Management
Ontario, Canada
$2.31M +$27.9K +196 +1%
Allianz Asset Management
260
Allianz Asset Management
Germany
$2.3M +$484K +3,392 +27%
MOACM
261
Mutual of America Capital Management
New York
$2.28M +$56.9K +399 +3%
Man Group
262
Man Group
United Kingdom
$2.27M -$3.46M -22,248 Closed
TC
263
TownSquare Capital
Utah
$2.26M +$135K +947 +6%
CWM
264
CIBC World Markets
New York
$2.24M +$1.23M +8,625 +121%
Creative Planning
265
Creative Planning
Kansas
$2.23M +$39.3K +276 +2%
SCA
266
Snowden Capital Advisors
New York
$2.2M – – –
PAG
267
Private Advisor Group
New Jersey
$2.19M +$158K +1,106 +8%
SEM
268
Suncoast Equity Management
Florida
$2.18M +$463K +3,245 +27%
FNT
269
First National Trust
Pennsylvania
$2.18M -$34.6K -243 -2%
TPSF
270
Texas Permanent School Fund
Texas
$2.17M +$11K +77 +0.5%
SWM
271
Sugarloaf Wealth Management
Georgia
$2.17M +$211K +1,481 +11%
CI
272
Ceera Investments
Texas
$2.16M – – –
BPM
273
Bowling Portfolio Management
Ohio
$2.15M -$9.27K -65 -0.4%
M&T Bank
274
M&T Bank
New York
$2.13M +$278K +2,297 +15%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$2.11M -$635K -4,450 -23%
9 10
11
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