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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 %
IMRF
351
Illinois Municipal Retirement Fund
Illinois
$1.11M +$460K +3,225 +71%
EGM
352
Engineers Gate Manager
New York
$1.09M +$874K +6,131 +406%
AI
353
AdvisorShares Investments
Maryland
$1.09M -$16.3K -114 -1%
MHC
354
Meyer Handelman Company
New York
$1.09M +$364K +2,550 +50%
TF
355
TIAA FSB
Florida
$1.09M +$1.09M +7,622 New
PP
356
Pegasus Partners
Wisconsin
$1.09M +$22.7K +159 +2%
ESCM
357
Echo Street Capital Management
New York
$1.08M -$917K -6,430 -46%
FP
358
Fiduciary Planning
Florida
$1.05M +$187K +1,313 +22%
HFS
359
Hantz Financial Services
Michigan
$1.05M +$37.1K +260 +4%
ZB
360
Zions Bancorporation
Utah
$1.05M -$4.56K -32 -0.4%
TFP
361
Tilia Fiduciary Partners
North Carolina
$1.03M +$41.5K +284 +4%
EAMA
362
EFG Asset Management (Americas)
Florida
$1.03M +$146K +1,022 +17%
PAS
363
Park Avenue Securities
New York
$1.02M +$145K +1,017 +17%
APWM
364
Atlas Private Wealth Management
New York
$1.01M +$33.9K +238 +3%
TFA
365
Teamwork Financial Advisors
Texas
$1M -$89.6K -628 -8%
KNW
366
Kesler Norman & Wride
Utah
$998K +$10.4K +73 +1%
WF
367
Welch & Forbes
Massachusetts
$995K +$42.8K +300 +4%
Nordea Investment Management
368
Nordea Investment Management
Sweden
$991K +$60.7K +429 +7%
MLICM
369
Metropolitan Life Insurance Company (MetLife)
New York
$991K -$21.1K -148 -2%
AWM
370
Altium Wealth Management
New York
$986K -$855 -6 -0.1%
WA
371
Wambolt & Associates
Colorado
$952K +$28.6K +201 +3%
AIL
372
AGF Investments LLC
Ontario, Canada
$948K +$114K +798 +14%
MC
373
Montag & Caldwell
Georgia
$933K +$27.2K +191 +3%
Assenagon Asset Management
374
Assenagon Asset Management
Luxembourg
$923K +$923K +6,475 New
CS
375
Cannell & Spears
New York
$921K – – –
13 14
15
16 17