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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 %
CCP
426
Clarkston Capital Partners
Michigan
$627K – – –
AI
427
Accredited Investors
Minnesota
$612K – – –
QCG
428
Quadrant Capital Group
Ohio
$609K -$89.1K -625 -13%
EMG
429
ETF Managers Group
New Jersey
$609K -$49.5K -344 -8%
DIP
430
DT Investment Partners
Pennsylvania
$609K – – –
HAG
431
HighPoint Advisor Group
Illinois
$609K +$609K +4,092 New
BRWA
432
B. Riley Wealth Advisors
Florida
$606K +$29.2K +204 +5%
VAS
433
Vestmark Advisory Solutions
Massachusetts
$594K +$221K +1,554 +59%
WP
434
WealthSource Partners
California
$590K -$5.99K -42 -1%
FA
435
FDx Advisors
Illinois
$581K +$57.1K +400 +11%
RWA
436
Ropes Wealth Advisors
Massachusetts
$580K – – –
HNB
437
Huntington National Bank
Ohio
$576K +$7K +49 +1%
ECAM
438
East Coast Asset Management
Massachusetts
$572K – – –
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$571K +$79.6K +558 +16%
BO
440
Bank OZK
Arkansas
$570K – – –
IEFM
441
IQ EQ Fund Management
Ireland
$568K +$82.5K +579 +17%
SWM
442
SeaCrest Wealth Management
New York
$566K -$56.3K -395 -9%
EI
443
Ethic Inc
New York
$560K +$142K +998 +34%
PAM
444
Paradigm Asset Management
New York
$556K +$556K +3,900 New
ACP
445
Ashfield Capital Partners
California
$546K -$19.1K -134 -3%
CAN
446
Cetera Advisor Networks
California
$539K -$570 -4 -0.1%
CMA
447
Cedar Mountain Advisors
Oregon
$531K +$285 +2 +0.1%
V
448
Veritable
Delaware
$525K +$31.2K +219 +6%
EAM
449
Eukles Asset Management
Ohio
$515K +$3.42K +24 +0.7%
WA
450
Wealth Alliance
New York
$511K +$25.9K +182 +5%
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