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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 %
MYIA
301
Mount Yale Investment Advisors
Colorado
$2.42M -$32.5K -178 -1%
AIM
302
Aquila Investment Management
New York
$2.38M +$2.38M +13,000 New
RMSCM
303
R.M. Sincerbeaux Capital Management
New York
$2.36M – – –
OA
304
Oxbow Advisors
Texas
$2.33M -$74.6K -408 -3%
APA
305
American Portfolios Advisors
New York
$2.33M +$230K +1,258 +11%
CCA
306
Catalyst Capital Advisors
New York
$2.3M – – –
VT
307
Vise Technologies
New York
$2.3M +$2.3M +12,551 New
SFI
308
Siemens Fonds Invest
Germany
$2.26M -$366K -1,999 -14%
BA
309
Bridgewater Associates
Connecticut
$2.25M +$1.97M +10,772 +698%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$2.25M +$33.1K +181 +1%
SWM
311
Sugarloaf Wealth Management
Georgia
$2.25M +$154K +845 +7%
WT
312
Whittier Trust
California
$2.24M +$25.4K +139 +1%
Capital Fund Management (CFM)
313
Capital Fund Management (CFM)
France
$2.24M -$1.74M -9,535 -44%
PGAM
314
Princeton Global Asset Management
New Jersey
$2.22M +$36.6K +200 +2%
OAM
315
Occidental Asset Management
California
$2.2M +$85.7K +469 +4%
CGH
316
Crossmark Global Holdings
Texas
$2.2M +$167K +916 +8%
BRCM
317
Bright Rock Capital Management
Massachusetts
$2.19M +$2.19M +12,000 New
HIMCH
318
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M +$184K +1,005 +9%
MAA
319
Mraz Amerine & Associates
California
$2.16M -$44.2K -242 -2%
SPIA
320
Steward Partners Investment Advisory
New York
$2.13M -$46.3K -253 -2%
AWM
321
AE Wealth Management
Kansas
$2.12M -$8.41K -46 -0.4%
LF
322
Lee Financial
Texas
$2.08M -$5.49K -30 -0.3%
OAM
323
Oppenheimer Asset Management
New York
$2.07M +$164K +899 +9%
LIM
324
Leavell Investment Management
Alabama
$2.06M – – –
AI
325
Atria Investments
North Carolina
$2.06M +$99.3K +543 +5%
11 12
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