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Broadridge
BR

Overview Fund Activity

787 hedge funds and large institutions have $15.3B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 260 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+28
Holders Change %
+3.69%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
86
Increased
260
Reduced
284
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$898M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$154M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$115M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.5M
5
Millennium Management
Millennium Management
New York
$24.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$486M
2
CW
Connectus Wealth
Ohio
$14.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.7M
5
Amundi
Amundi
France
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
326
Zurich Insurance Group
Switzerland
$1.53M – – –
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M +$1.53M +10,592 New
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$1.52M -$108K -736 -7%
AI
329
Atria Investments
North Carolina
$1.52M -$63.5K -440 -4%
BBVA
330
Banco Bilbao Vizcaya Argentaria
Spain
$1.45M +$98.7K +684 +7%
DIA
331
Dean Investment Associates
Ohio
$1.45M -$23.5K -163 -2%
Swedbank
332
Swedbank
Sweden
$1.43M +$965K +6,687 +209%
American Century Companies
333
American Century Companies
Missouri
$1.42M +$80.8K +560 +6%
RC
334
Roundview Capital
New Jersey
$1.41M +$55.3K +383 +4%
WBC
335
Westpac Banking Corp
Australia
$1.4M – – –
AIL
336
AGF Investments LLC
Ontario, Canada
$1.4M +$442K +3,065 +46%
SAM
337
Securian Asset Management
Minnesota
$1.4M +$28.9K +200 +2%
ESCM
338
Echo Street Capital Management
New York
$1.37M +$271K +1,875 +25%
SAM
339
Silvercrest Asset Management
New York
$1.37M – – –
VF
340
Virtu Financial
New York
$1.34M +$1.34M +9,302 New
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$1.33M +$48.8K +338 +4%
SFG
342
SNS Financial Group
Minnesota
$1.33M +$580 +4 +0%
Neuberger Berman Group
343
Neuberger Berman Group
New York
$1.33M +$16.5K +114 +1%
NIC
344
Northwest Investment Counselors
Oregon
$1.33M -$15.3K -106 -1%
CWM
345
CIBC World Markets
New York
$1.33M -$945K -6,547 -42%
KRS
346
Kentucky Retirement Systems
Kentucky
$1.32M +$68.7K +476 +5%
OA
347
Oxbow Advisors
Texas
$1.31M -$128K -890 -9%
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$1.31M +$42.9K +297 +3%
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$1.3M -$3.17K -22 -0.2%
MYAM
350
Meiji Yasuda Asset Management
Japan
$1.3M -$24.5K -170 -2%
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