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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 %
HLOC
401
H.L. Ormond & Company
North Carolina
$757K -$17.8K -125 -2%
JIC
402
Johnson Investment Counsel
Ohio
$755K +$57K +400 +8%
FIM
403
Freedom Investment Management
Connecticut
$751K -$247K -1,734 -25%
MFS
404
Mirabella Financial Services
United Kingdom
$747K +$747K +5,236 New
N
405
Natixis
France
$726K +$726K +5,093 New
Wealthfront Advisers
406
Wealthfront Advisers
California
$723K +$137K +962 +23%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$718K +$428K +3,000 +148%
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
$709K -$185K -1,295 -21%
IMOV
409
Investment Management of Virginia
Virginia
$701K – – –
AP
410
Advisors Preferred
Maryland
$699K +$699K +4,905 New
SAM
411
Sompo Asset Management
Japan
$698K -$76.9K -540 -10%
ARMT
412
Amica Retiree Medical Trust
Rhode Island
$692K +$44.8K +314 +7%
UB
413
UMB Bank
Missouri
$691K – – –
APA
414
American Portfolios Advisors
New York
$690K -$93.2K -654 -12%
GWM
415
Guardian Wealth Management
Illinois
$687K -$8.41K -59 -1%
SP
416
Symmetry Partners
Connecticut
$684K – – –
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$668K +$5.7K +40 +0.9%
Verition Fund Management
418
Verition Fund Management
Connecticut
$666K +$182K +1,278 +38%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$662K +$20.1K +141 +3%
HKAM
420
Horizon Kinetics Asset Management
New York
$651K – – –
NGA
421
Naples Global Advisors
Florida
$651K +$99.3K +695 +18%
FT
422
Fiduciary Trust
Massachusetts
$647K -$47.9K -336 -7%
LA
423
Legacy Advisors
Pennsylvania
$647K +$208K +1,456 +48%
VPIM
424
Vanguard Personalized Indexing Management
California
$639K -$168K -1,179 -21%
IIC
425
Ironwood Investment Counsel
Arizona
$633K -$22.8K -297 -3%
15 16
17
18 19