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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 %
EGM
351
Engineers Gate Manager
New York
$1.28M +$177K +1,229 +16%
MYIA
352
Mount Yale Investment Advisors
Colorado
$1.27M +$12.6K +87 +1%
NB
353
Norinchukin Bank
Japan
$1.27M +$136K +945 +12%
ZB
354
Zions Bancorporation
Utah
$1.26M +$200K +1,384 +19%
VI
355
Vestcor Inc
New Brunswick, Canada
$1.25M +$6.21K +43 +0.5%
Koshinski Asset Management
356
Koshinski Asset Management
Illinois
$1.24M -$1.88K -13 -0.2%
Man Group
357
Man Group
United Kingdom
$1.21M +$1.21M +8,400 New
SFCL
358
Strengthening Families & Communities LLC
Massachusetts
$1.19M +$109K +758 +10%
GWANC
359
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M -$22.5K -155 -2%
AC
360
Allstate Corporation
Illinois
$1.18M – – –
BAM
361
Boyar Asset Management
New York
$1.16M +$43.4K +301 +4%
PP
362
PDT Partners
New York
$1.16M +$1.16M +8,023 New
NLGIA
363
Nippon Life Global Investors Americas
New York
$1.14M -$3.17M -21,990 -73%
IMRF
364
Illinois Municipal Retirement Fund
Illinois
$1.12M – – –
APWM
365
Atlas Private Wealth Management
New York
$1.11M +$84K +582 +8%
AIM
366
Achmea Investment Management
Netherlands
$1.11M -$73K -506 -6%
AI
367
AdvisorShares Investments
Maryland
$1.1M – – –
MHC
368
Meyer Handelman Company
New York
$1.1M – – –
WF
369
Welch & Forbes
Massachusetts
$1.09M +$79.3K +550 +8%
PP
370
Pegasus Partners
Wisconsin
$1.08M -$15K -104 -1%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$1.08M +$14.4K +100 +1%
EI
372
Ethic Inc
New York
$1.07M +$499K +3,458 +88%
Holocene Advisors
373
Holocene Advisors
New York
$1.05M -$7.83M -54,262 -88%
Nordea Investment Management
374
Nordea Investment Management
Sweden
$1.05M +$15.1K +102 +1%
FP
375
Fiduciary Planning
Florida
$1.05M -$19.2K -133 -2%
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