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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 %
CAM
276
Cidel Asset Management
Ontario, Canada
$2.92M -$418K -2,287 -13%
IG
277
ING Group
Netherlands
$2.87M +$1.07M +5,846 +59%
Millennium Management
278
Millennium Management
New York
$2.86M -$249K -1,363 -8%
FNT
279
First National Trust
Pennsylvania
$2.86M +$2.86M +15,635 New
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$2.83M – – –
MOACM
281
Mutual of America Capital Management
New York
$2.81M +$28K +153 +1%
BPM
282
Bowling Portfolio Management
Ohio
$2.79M -$64.9K -355 -2%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$2.78M +$2.78M +15,236 New
CI
284
Ceera Investments
Texas
$2.77M -$5.49K -30 -0.2%
II
285
IFM Investors
Australia
$2.77M -$27.4K -150 -1%
KBC Group
286
KBC Group
Belgium
$2.75M -$1.08M -5,886 -28%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$2.75M +$580K +3,497 +27%
PAM
288
Panagora Asset Management
Massachusetts
$2.74M -$628K -3,434 -19%
SEI Investments
289
SEI Investments
Pennsylvania
$2.71M +$96.2K +521 +4%
COPPSERS
290
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.68M +$13.7K +75 +0.5%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$2.66M -$708K -3,875 -21%
CCM
292
Coldstream Capital Management
Washington
$2.62M +$1.27M +6,937 +94%
AIM
293
Aigen Investment Management
New York
$2.57M +$1.5M +8,550 +141%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$2.56M +$43.9K +240 +2%
TCM
295
Tributary Capital Management
Nebraska
$2.54M -$125K -685 -5%
BCM
296
Buckhead Capital Management
Georgia
$2.54M +$322K +1,760 +15%
FAM
297
Fulcrum Asset Management
United Kingdom
$2.53M -$2.53M – –
SWP
298
Stratos Wealth Partners
Ohio
$2.48M +$123K +673 +5%
PAG
299
Private Advisor Group
New Jersey
$2.47M -$1.46M -7,976 -37%
HSA
300
HBK Sorce Advisory
Pennsylvania
$2.43M -$6.4K -35 -0.3%
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