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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 %
BEI
401
Benjamin Edwards Inc
Missouri
$897K -$7.36K -51 -0.8%
MCM
402
MAI Capital Management
Ohio
$895K -$22.4K -155 -2%
HH
403
Hilltop Holdings
Texas
$886K -$41.9K -290 -5%
BFO
404
Biltmore Family Office
North Carolina
$877K – – –
Cetera Investment Advisers
405
Cetera Investment Advisers
Illinois
$860K -$11.1K -77 -1%
NMERB
406
New Mexico Educational Retirement Board
New Mexico
$859K -$72.2K -500 -8%
TH
407
TCTC Holdings
Texas
$855K – – –
VPIM
408
Vanguard Personalized Indexing Management
California
$851K +$203K +1,408 +31%
CIC
409
Crawford Investment Counsel
Georgia
$844K -$10.1K -70 -1%
BCM
410
Bayesian Capital Management
New York
$823K +$823K +5,700 New
XT
411
XTX Topco
Cayman Islands
$803K +$803K +5,562 New
VAS
412
Vestmark Advisory Solutions
Massachusetts
$795K +$194K +1,344 +32%
HFS
413
Hantz Financial Services
Michigan
$787K -$275K -1,907 -26%
PFS
414
Prospera Financial Services
Texas
$779K -$8.08K -56 -1%
CFA
415
CWS Financial Advisors
Michigan
$777K – – –
JIC
416
Johnson Investment Counsel
Ohio
$774K +$9.96K +69 +1%
ECM
417
ExodusPoint Capital Management
New York
$773K -$415K -2,874 -35%
Bessemer Group
418
Bessemer Group
New Jersey
$770K -$18.5K -128 -2%
PAG
419
Private Advisor Group
New Jersey
$765K -$1.45M -10,050 -65%
HLOC
420
H.L. Ormond & Company
North Carolina
$760K -$6.35K -44 -0.8%
LA
421
Legacy Advisors
Pennsylvania
$760K +$104K +719 +16%
FIM
422
Freedom Investment Management
Connecticut
$741K -$19.2K -133 -3%
JF
423
Jump Financial
Illinois
$731K +$731K +5,065 New
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$722K +$3.61K +25 +0.5%
APA
425
American Portfolios Advisors
New York
$720K +$21.4K +148 +3%
15 16
17
18 19