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Broadridge
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Overview Fund Activity

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$613M
2
BlackRock
BlackRock
New York
$1.75B
3
Barclays
Barclays
United Kingdom
$276M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$96.4M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$853M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$723M
4
Renaissance Technologies
Renaissance Technologies
New York
$750K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$143M +$7.62M +41,672 +6%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$125M -$10.3M -56,487 -8%
MIM
28
Meridiem Investment Management
United Kingdom
$125M +$1.96M +10,720 +2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$119M +$11.2M +61,340 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M -$115M -627,620 -49%
UBS AM
31
UBS AM
Illinois
$114M -$1.07M -5,827 -0.9%
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$112M +$4.47M +24,452 +4%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$103M -$4.63M -25,308 -4%
Charles Schwab
34
Charles Schwab
California
$101M +$3.53M +19,295 +4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$99.3M -$7.97M -43,582 -7%
BGCP
36
Bristol Gate Capital Partners
Ontario, Canada
$98.6M +$508K +2,778 +0.5%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$97.6M +$1.12M +6,104 +1%
ACA
38
Anchor Capital Advisors
Massachusetts
$96.8M -$1.71M -9,376 -2%
Amundi
39
Amundi
France
$96.7M +$8.42M +51,525 +10%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$96.4M +$21.7M +118,885 +29%
PPA
41
Parametric Portfolio Associates
Washington
$91.5M +$8.77M +47,950 +11%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$81.2M +$21.5M +117,629 +36%
Swiss National Bank
43
Swiss National Bank
Switzerland
$80.7M -$3.25M -17,800 -4%
FAM
44
Fenimore Asset Management
New York
$80.2M +$2.38M +13,000 +3%
RG
45
Rathbones Group
United Kingdom
$79.5M – – –
First Trust Advisors
46
First Trust Advisors
Illinois
$77M -$7.98M -43,644 -9%
Goldman Sachs
47
Goldman Sachs
New York
$71.8M +$20.7M +113,033 +40%
SIC
48
Schwartz Investment Counsel
Michigan
$71.6M -$10.4M -57,150 -13%
BFM
49
Boston Financial Management
Massachusetts
$69.4M -$2.07M -11,345 -3%
NAM
50
Nissay Asset Management
Japan
$68.9M +$489K +2,673 +0.7%
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