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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 %
N
376
Natixis
France
$1.04M +$307K +2,126 +42%
TFP
377
Tilia Fiduciary Partners
North Carolina
$1.03M +$21.1K +148 +2%
LWAC
378
Laurel Wealth Advisors (California)
California
$1.03M +$217K +1,505 +27%
MF
379
Magnetar Financial
Illinois
$1.02M +$1.02M +7,073 New
KNW
380
Kesler Norman & Wride
Utah
$1.02M +$5.05K +35 +0.5%
IG
381
ING Group
Netherlands
$1.01M +$1.01M +6,967 New
Wealthfront Advisers
382
Wealthfront Advisers
California
$1M +$271K +1,881 +37%
EAMA
383
EFG Asset Management (Americas)
Florida
$992K -$47.5K -329 -5%
SAM
384
Sompo Asset Management
Japan
$992K +$285K +1,980 +40%
MLICM
385
Metropolitan Life Insurance Company (MetLife)
New York
$991K -$11.7K -81 -1%
CP
386
CenterBook Partners
Connecticut
$991K -$1.09M -7,566 -52%
PAS
387
Park Avenue Securities
New York
$990K -$40.8K -283 -4%
O
388
Ossiam
France
$989K +$171K +1,182 +21%
JCM
389
Jacobsen Capital Management
Utah
$983K -$587K -4,063 -37%
MC
390
Montag & Caldwell
Georgia
$980K +$35.6K +247 +4%
AWM
391
AE Wealth Management
Kansas
$977K -$437K -3,028 -31%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$971K +$43.3K +300 +5%
API
393
Advisor Partners II
California
$963K +$963K +6,672 New
S
394
Seeyond
France
$948K -$181K -1,254 -16%
CCIA
395
Campbell & Co Investment Adviser
Maryland
$943K +$943K +6,536 New
WA
396
Wambolt & Associates
Colorado
$936K -$28.1K -195 -3%
TF
397
TIAA FSB
Florida
$934K -$165K -1,147 -15%
CS
398
Cannell & Spears
New York
$932K – – –
RC
399
RegentAtlantic Capital
New Jersey
$928K +$23.1K +160 +3%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$928K +$928K +6,431 New
14 15
16
17 18