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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 %
BBVA
326
Banco Bilbao Vizcaya Argentaria
Spain
$1.34M +$3K +21 +0.2%
RC
327
Roundview Capital
New Jersey
$1.34M +$72.1K +506 +6%
NIC
328
Northwest Investment Counselors
Oregon
$1.33M +$7.84K +55 +0.6%
American Century Companies
329
American Century Companies
Missouri
$1.32M +$160K +1,123 +14%
SFG
330
SNS Financial Group
Minnesota
$1.32M +$18.6K +130 +1%
MYAM
331
Meiji Yasuda Asset Management
Japan
$1.3M +$25.7K +180 +2%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$1.3M -$1.04M -7,288 -44%
ACM
333
AlphaCrest Capital Management
New York
$1.29M +$331K +2,319 +34%
OPERF
334
Oregon Public Employees Retirement Fund
Oregon
$1.29M -$44.2K -310 -3%
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
$1.27M +$72.7K +510 +6%
MSRPS
336
Maryland State Retirement & Pension System
Maryland
$1.25M – – –
MYIA
337
Mount Yale Investment Advisors
Colorado
$1.24M -$611K -4,282 -33%
ETI
338
Enterprise Trust & Investment
California
$1.24M – – –
KRS
339
Kentucky Retirement Systems
Kentucky
$1.24M +$179K +1,257 +17%
VI
340
Vestcor Inc
New Brunswick, Canada
$1.23M -$4.14K -29 -0.3%
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$1.23M -$2K -14 -0.2%
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M +$762K +5,319 +176%
ECM
343
ExodusPoint Capital Management
New York
$1.17M +$1.17M +8,233 New
AC
344
Allstate Corporation
Illinois
$1.17M -$488K -3,423 -29%
SFCL
345
Strengthening Families & Communities LLC
Massachusetts
$1.17M +$31.9K +205 +3%
AIM
346
Achmea Investment Management
Netherlands
$1.17M +$47.9K +336 +4%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$1.13M – – –
NB
348
Norinchukin Bank
Japan
$1.12M -$422K -2,960 -27%
S
349
Seeyond
France
$1.12M -$2.57M -18,016 -70%
BAM
350
Boyar Asset Management
New York
$1.11M -$42.8K -300 -4%
12 13
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