BR icon

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
$704M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$62.7M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$87.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.98B
5
ECM
Ensemble Capital Management
California
$53.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$468M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$148M
3
State Street
State Street
Massachusetts
$664M
4
Wells Fargo
Wells Fargo
California
$198M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$118M -$1.25M -8,796 -1%
CIM
27
Confluence Investment Management
Missouri
$116M +$1.55M +10,857 +1%
SPF
28
Steven Patrick Farmer
$116M +$116M +811,925 New
Bank of America
29
Bank of America
North Carolina
$98.1M -$4.13M -28,971 -4%
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$96.6M +$1.85M +12,994 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$95.3M +$1.18M +8,306 +1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$87.5M +$32.9M +230,501 +60%
Amundi
33
Amundi
France
$85.3M +$1.26M +8,579 +1%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$84.9M -$2.04M -14,297 -2%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$82.3M +$1.65M +11,574 +2%
Charles Schwab
36
Charles Schwab
California
$82.2M +$1.07M +7,501 +1%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$79.9M +$2.39M +16,797 +3%
UBS AM
38
UBS AM
Illinois
$78.5M -$9.62M -67,463 -11%
AllianceBernstein
39
AllianceBernstein
Tennessee
$77M +$14.7K +103 +0%
ACA
40
Anchor Capital Advisors
Massachusetts
$73.3M -$2.71M -19,023 -4%
Swiss National Bank
41
Swiss National Bank
Switzerland
$72.2M +$242K +1,700 +0.3%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$71.6M +$4.25M +29,809 +6%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$62.7M +$35M +245,863 +127%
First Trust Advisors
44
First Trust Advisors
Illinois
$62.5M +$3.86M +27,089 +7%
RG
45
Rathbones Group
United Kingdom
$62M – – –
IIM
46
INTECH Investment Management
Florida
$57.5M +$57.5M +403,407 New
Goldman Sachs
47
Goldman Sachs
New York
$56.8M +$6.45M +45,242 +13%
BFM
48
Boston Financial Management
Massachusetts
$54.8M -$261K -1,830 -0.5%
ECM
49
Ensemble Capital Management
California
$53.5M +$21.1M +148,275 +65%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$51.8M +$1.31M +9,175 +3%
1
2
3 4 5