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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 %
ACM
451
Aquatic Capital Management
Illinois
$592K +$592K +4,100 New
BRWA
452
B. Riley Wealth Advisors
Florida
$587K -$26.6K -184 -4%
RWA
453
Ropes Wealth Advisors
Massachusetts
$587K – – –
HNB
454
Huntington National Bank
Ohio
$587K +$4.62K +32 +0.8%
ECAM
455
East Coast Asset Management
Massachusetts
$579K – – –
BO
456
Bank OZK
Arkansas
$577K – – –
UCFA
457
United Capital Financial Advisors
Texas
$576K +$61.1K +423 +12%
ARMT
458
Amica Retiree Medical Trust
Rhode Island
$574K -$127K -878 -18%
AP
459
Advisors Preferred
Maryland
$570K -$161K -1,080 -22%
CCP
460
Clarkston Capital Partners
Michigan
$563K -$72.2K -500 -11%
ACP
461
Ashfield Capital Partners
California
$553K – – –
V
462
Veritable
Delaware
$549K +$17.9K +124 +3%
TW
463
TrinityPoint Wealth
Connecticut
$546K +$30.2K +209 +6%
Wellington Management Group
464
Wellington Management Group
Massachusetts
$544K +$92.5K +641 +20%
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
$540K +$482K +3,342 +836%
CMA
466
Cedar Mountain Advisors
Oregon
$538K +$433 +3 +0.1%
IEFM
467
IQ EQ Fund Management
Ireland
$531K -$44.6K -309 -8%
TWC
468
TD Waterhouse Canada
Ontario, Canada
$531K +$431K +2,772 +430%
IC
469
IEQ Capital
California
$525K +$169K +1,168 +47%
EAM
470
Eukles Asset Management
Ohio
$520K -$1.44K -10 -0.3%
PTP
471
Platform Technology Partners
New York
$515K +$3.76K +26 +0.7%
CAN
472
Cetera Advisor Networks
California
$506K -$40K -277 -7%
SG Americas Securities
473
SG Americas Securities
New York
$493K -$1.99M -13,742 -80%
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$493K -$441K -3,057 -47%
FL
475
Fort LP
Maryland
$492K -$318K -2,199 -39%
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