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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 %
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$919K -$42.7K -300 -4%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$917K -$29.7K -208 -3%
HH
378
Hilltop Holdings
Texas
$917K -$12.4K -87 -1%
MCM
379
MAI Capital Management
Ohio
$906K -$26.9K -189 -3%
RC
380
RegentAtlantic Capital
New Jersey
$894K -$159K -1,113 -15%
BEI
381
Benjamin Edwards Inc
Missouri
$893K +$18.5K +130 +2%
BFO
382
Biltmore Family Office
North Carolina
$866K – – –
Cetera Investment Advisers
383
Cetera Investment Advisers
Illinois
$861K -$14.8K -104 -2%
OQS
384
Occudo Quantitative Strategies
Florida
$856K +$856K +6,004 New
CS
385
Candriam SCA
Luxembourg
$847K +$3.85K +27 +0.5%
TH
386
TCTC Holdings
Texas
$845K – – –
CIC
387
Crawford Investment Counsel
Georgia
$843K -$21.4K -150 -2%
MSCM
388
McElhenny Sheffield Capital Management
Texas
$842K +$90.2K +633 +12%
KFA
389
Kelleher Financial Advisors
New York
$842K +$201K +1,410 +31%
AP
390
Advisor Partners
California
$830K +$122K +859 +17%
TRCT
391
Tower Research Capital (TRC)
New York
$817K -$2.39M -16,790 -75%
O
392
Ossiam
France
$809K +$49.6K +348 +7%
FL
393
Fort LP
Maryland
$799K -$428K -3,002 -35%
LWAC
394
Laurel Wealth Advisors (California)
California
$798K +$108K +755 +16%
SS
395
Simplicity Solutions
Minnesota
$795K +$19.8K +139 +3%
NA
396
NewEdge Advisors
Louisiana
$794K +$794K +5,573 New
SC
397
Sepio Capital
Utah
$782K -$19.4K -136 -2%
PFS
398
Prospera Financial Services
Texas
$778K +$5.42K +38 +0.7%
Bessemer Group
399
Bessemer Group
New Jersey
$778K +$24.1K +169 +3%
CFA
400
CWS Financial Advisors
Michigan
$768K -$68.3K -479 -8%
14 15
16
17 18