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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 %
LF
301
Lee Financial
Texas
$1.65M +$22.1K +155 +1%
CCM
302
Coldstream Capital Management
Washington
$1.64M +$71K +498 +5%
MAA
303
Mraz Amerine & Associates
California
$1.63M – – –
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$1.61M +$26.9K +189 +2%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61M -$717K -5,034 -31%
LIM
306
Leavell Investment Management
Alabama
$1.61M – – –
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$1.61M -$670K -4,636 -29%
LF
308
Lantz Financial
Illinois
$1.61M +$1.71K +12 +0.1%
DAC
309
Dividend Assets Capital
South Carolina
$1.6M -$4.42K -31 -0.3%
AI
310
Atria Investments
North Carolina
$1.56M -$228K -1,600 -13%
JCM
311
Jacobsen Capital Management
Utah
$1.55M -$60K -421 -4%
AWM
312
Accurate Wealth Management
Florida
$1.55M +$189K +1,268 +14%
WA1
313
Wimmer Associates 1
California
$1.53M +$6.42K +45 +0.4%
ZIG
314
Zurich Insurance Group
Switzerland
$1.51M – – –
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$1.47M -$140K -980 -9%
RFC
316
Regions Financial Corp
Alabama
$1.47M -$121K -851 -8%
DIA
317
Dean Investment Associates
Ohio
$1.45M +$54.8K +384 +4%
OA
318
Oxbow Advisors
Texas
$1.42M -$110K -770 -7%
Squarepoint
319
Squarepoint
New York
$1.41M -$6.55M -45,953 -82%
PHK
320
Point72 Hong Kong
Hong Kong
$1.4M +$819K +5,749 +142%
AWM
321
AE Wealth Management
Kansas
$1.4M -$4.42K -31 -0.3%
WBC
322
Westpac Banking Corp
Australia
$1.39M – – –
KAS
323
Kestra Advisory Services
Texas
$1.37M +$259K +1,817 +23%
SAM
324
Securian Asset Management
Minnesota
$1.35M -$14.3K -100 -1%
SAM
325
Silvercrest Asset Management
New York
$1.35M – – –
11 12
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