We are live on ! Find out more
BR icon

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
RJT
451
Raymond James Trust
Florida
$602K +$102K +628 +18%
BPC
452
Banque Pictet & Cie
Switzerland
$596K +$670K +4,127 New
ACM
453
Aquatic Capital Management
Illinois
$592K +$665K +4,100 New
BRWA
454
B. Riley Wealth Advisors
Florida
$587K -$29.9K -184 -4%
RWA
455
Ropes Wealth Advisors
Massachusetts
$587K
HNB
456
Huntington National Bank
Ohio
$587K +$5.19K +32 +0.8%
ECAM
457
East Coast Asset Management
Massachusetts
$579K
BO
458
Bank OZK
Arkansas
$577K
UCFA
459
United Capital Financial Advisors
Texas
$576K +$68.7K +423 +12%
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$574K -$143K -878 -18%
AP
461
Advisors Preferred
Maryland
$570K -$175K -1,080 -22%
CCP
462
Clarkston Capital Partners
Michigan
$563K -$81.2K -500 -11%
ACP
463
Ashfield Capital Partners
California
$553K
V
464
Veritable
Delaware
$549K +$20.1K +124 +3%
TW
465
TrinityPoint Wealth
Connecticut
$546K +$33.9K +209 +6%
Wellington Management Group
466
Wellington Management Group
Massachusetts
$544K +$104K +641 +20%
1832 Asset Management
467
1832 Asset Management
Ontario, Canada
$540K +$542K +3,342 +836%
CMA
468
Cedar Mountain Advisors
Oregon
$538K +$487 +3 +0.1%
IEFM
469
IQ EQ Fund Management
Ireland
$531K -$50.2K -309 -8%
TWC
470
TD Waterhouse Canada
Ontario, Canada
$531K +$450K +2,772 +430%
IC
471
IEQ Capital
California
$525K +$190K +1,168 +47%
EAM
472
Eukles Asset Management
Ohio
$520K -$1.62K -10 -0.3%
PTP
473
Platform Technology Partners
New York
$515K +$4.22K +26 +0.7%
CAN
474
Cetera Advisor Networks
California
$506K -$45K -277 -7%
SG Americas Securities
475
SG Americas Securities
New York
$493K -$2.23M -13,742 -80%

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.