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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% 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
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
401
RegentAtlantic Capital
New Jersey
$928K +$26K +160 +3%
CIBC World Market
402
CIBC World Market
Ontario, Canada
$928K +$1.04M +6,431 New
BEI
403
Benjamin Edwards Inc
Missouri
$897K -$8.28K -51 -0.8%
MCM
404
MAI Capital Management
Ohio
$895K -$25.2K -155 -2%
HH
405
Hilltop Holdings
Texas
$886K -$47.1K -290 -5%
BFO
406
Biltmore Family Office
North Carolina
$877K
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$860K -$12.5K -77 -1%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$859K -$81.2K -500 -8%
TH
409
TCTC Holdings
Texas
$855K
VPIM
410
Vanguard Personalized Indexing Management
California
$851K +$229K +1,408 +31%
CIC
411
Crawford Investment Counsel
Georgia
$844K -$11.4K -70 -1%
BCM
412
Bayesian Capital Management
New York
$823K +$925K +5,700 New
XT
413
XTX Topco
Cayman Islands
$803K +$903K +5,562 New
VAS
414
Vestmark Advisory Solutions
Massachusetts
$795K +$218K +1,344 +32%
HFS
415
Hantz Financial Services
Michigan
$787K -$310K -1,907 -26%
PFS
416
Prospera Financial Services
Texas
$779K -$9.09K -56 -1%
CFA
417
CWS Financial Advisors
Michigan
$777K
JIC
418
Johnson Investment Counsel
Ohio
$774K +$11.2K +69 +1%
ECM
419
ExodusPoint Capital Management
New York
$773K -$466K -2,874 -35%
Bessemer Group
420
Bessemer Group
New Jersey
$770K -$20.8K -128 -2%
PAG
421
Private Advisor Group
New Jersey
$765K -$1.63M -10,050 -65%
HLOC
422
H.L. Ormond & Company
North Carolina
$760K -$7.14K -44 -0.8%
LA
423
Legacy Advisors
Pennsylvania
$760K +$117K +719 +16%
FIM
424
Freedom Investment Management
Connecticut
$741K -$21.6K -133 -3%
JF
425
Jump Financial
Illinois
$731K +$822K +5,065 New

BR Hedge Fund Activity: Q3 2022 in Review

790 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2022, worth a combined $15.4B — up 5.1% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BR positions and 47 closed out — a net gain of 39 holders — while 261 added to existing stakes and 285 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $477M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.

  • 790 institutional investors held Broadridge (BR) as of Q3 2022, up from 762 in Q2 2022.
  • Funds reported $15.4B of Broadridge stock for Q3 2022, up 5.1% quarter-over-quarter.
  • 86 funds opened new Broadridge positions in Q3 2022 and 47 closed out, a net change of +39 holders.
  • The largest Broadridge buyer in Q3 2022 was Janus Henderson Group, an estimated $477M added.
  • The largest Broadridge seller in Q3 2022 was T. Rowe Price Associates, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2022.