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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 %
TW
451
TrinityPoint Wealth
Connecticut
$509K +$11.7K +82 +2%
UCFA
452
United Capital Financial Advisors
Texas
$508K +$18.4K +129 +4%
PTP
453
Platform Technology Partners
New York
$505K – – –
RJT
454
Raymond James Trust
Florida
$505K +$22.7K +159 +5%
SB
455
Simmons Bank
Arkansas
$487K -$3.28K -23 -0.7%
TCM
456
Tributary Capital Management
Nebraska
$486K -$1M -7,037 -67%
MWM
457
Mission Wealth Management
California
$481K +$999 +7 +0.2%
AA
458
ALPS Advisors
Colorado
$477K +$477K +3,344 New
SPC
459
Sigma Planning Corp
Michigan
$472K +$49.2K +345 +12%
DBRC
460
D.B. Root & Company
Pennsylvania
$470K +$570 +4 +0.1%
AC
461
Avestar Capital
New York
$470K +$68.2K +476 +17%
BA
462
Bridgewater Advisors
New York
$463K -$9.68K -68 -2%
GA
463
Gateway Advisory
New Jersey
$459K -$51.3K -360 -10%
WFA
464
Websterrogers Financial Advisors
South Carolina
$458K -$14.6K -102 -3%
Swedbank
465
Swedbank
Sweden
$457K -$753K -5,280 -62%
TPCW
466
TD Private Client Wealth
New York
$450K -$34.2K -240 -7%
Wellington Management Group
467
Wellington Management Group
Massachusetts
$445K -$58.3K -410 -12%
CSS
468
Cubist Systematic Strategies
Connecticut
$442K +$18.5K +130 +4%
ATC
469
Argent Trust Co
Tennessee
$431K +$857 +6 +0.2%
PFO
470
Pathstone Family Office
New Jersey
$424K +$156K +1,094 +58%
BFS
471
Bradley Foster & Sargent
Connecticut
$412K -$8.71K -61 -2%
BFA
472
Beaumont Financial Advisors
Massachusetts
$411K -$21.8K -153 -5%
Connor, Clark & Lunn Investment Management (CC&L)
473
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$54K -379 -12%
TI
474
Tidal Investments
Wisconsin
$404K -$243K -1,705 -38%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$397K +$23.7K +166 +6%
17 18
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