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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 %
RMC
476
Resources Management Corp
Connecticut
$396K – – –
PP
477
Prudential plc
United Kingdom
$395K -$2.23M -15,662 -85%
BF
478
BOK Financial
Oklahoma
$391K +$6.4K +45 +2%
CT
479
Chicago Trust
Illinois
$389K -$998 -7 -0.3%
NW
480
NewEdge Wealth
Pennsylvania
$388K +$388K +2,721 New
AFG
481
Albion Financial Group
Utah
$387K -$58.8K -412 -13%
PWAG
482
Polaris Wealth Advisory Group
California
$386K – – –
WA
483
WealthTrust Axiom
Pennsylvania
$382K – – –
MMPW
484
Mitchell McLeod Pugh & Williams
Alabama
$380K – – –
AAS
485
Avantax Advisory Services
Texas
$380K +$6.98K +49 +2%
CCP
486
Corient Capital Partners
California
$380K +$57K +399 +18%
BAMF
487
BI Asset Management Fondsmaeglerselskab
Denmark
$378K +$78.3K +549 +26%
P
488
Pitcairn
Pennsylvania
$371K – – –
ECM
489
Everence Capital Management
Indiana
$370K -$375K -2,630 -50%
FTDI
490
First Trust Direct Indexing
Massachusetts
$367K +$34.7K +243 +10%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$366K -$3.42K -24 -0.9%
IC
492
Inscription Capital
Texas
$364K +$364K +2,550 New
RIM
493
Redpoint Investment Management
Australia
$361K – – –
DDC
494
DF Dent & Co
Maryland
$361K +$2.57K +18 +0.7%
CT
495
Cambridge Trust
Massachusetts
$361K +$8.82K +62 +3%
PWMG
496
Prestige Wealth Management Group
New Jersey
$353K – – –
IC
497
IEQ Capital
California
$352K +$67.3K +472 +24%
GT
498
Glenmede Trust
Pennsylvania
$350K +$98.5K +693 +39%
CPA
499
Court Place Advisors
Maryland
$346K – – –
HCM
500
Hilton Capital Management
New York
$340K -$13.3K -93 -4%
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