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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 %
Handelsbanken Fonder
276
Handelsbanken Fonder
Sweden
$2.06M +$4.28K +30 +0.2%
CP
277
CenterBook Partners
Connecticut
$2.06M +$2.06M +14,434 New
SWP
278
Stratos Wealth Partners
Ohio
$2.05M +$56K +393 +3%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$2.04M +$113K +791 +6%
MML Investors Services
280
MML Investors Services
Massachusetts
$2M +$270K +1,892 +16%
PA
281
PFG Advisors
Arizona
$1.99M -$41.8K -293 -2%
HSA
282
HBK Sorce Advisory
Pennsylvania
$1.99M -$113K -795 -5%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$1.9M – – –
SA
284
SRN Advisors
Pennsylvania
$1.89M -$1.16M -8,132 -38%
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$1.86M -$126K -883 -6%
SIA
286
Schechter Investment Advisors
Michigan
$1.85M +$474K +3,322 +35%
RMSCM
287
R.M. Sincerbeaux Capital Management
New York
$1.84M – – –
BCM
288
Buckhead Capital Management
Georgia
$1.84M -$122K -855 -6%
WT
289
Whittier Trust
California
$1.83M +$85.5K +600 +5%
PGAM
290
Princeton Global Asset Management
New Jersey
$1.83M +$43.8K +307 +2%
Mirae Asset Global Investments
291
Mirae Asset Global Investments
South Korea
$1.83M +$379K +2,658 +26%
SFI
292
Siemens Fonds Invest
Germany
$1.81M – – –
OAM
293
Oppenheimer Asset Management
New York
$1.79M +$140K +979 +8%
OAM
294
Occidental Asset Management
California
$1.79M +$15.4K +108 +0.9%
CGH
295
Crossmark Global Holdings
Texas
$1.78M -$52.8K -370 -3%
SPIA
296
Steward Partners Investment Advisory
New York
$1.77M +$37.6K +264 +2%
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$1.76M -$2.71K -19 -0.2%
CCA
298
Catalyst Capital Advisors
New York
$1.76M -$37.1K -260 -2%
CG
299
Castellan Group
Kentucky
$1.72M +$30.8K +216 +2%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$1.66M +$267K +1,875 +19%
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