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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 %
AAM
501
AMI Asset Management
California
$336K -$24.8K -174 -7%
CTC
502
Central Trust Company
Missouri
$332K -$39.1K -275 -11%
HWA
503
Heritage Wealth Advisors
Virginia
$329K -$2.85K -20 -0.9%
ONB
504
Old National Bancorp
Indiana
$328K +$2.43K +17 +0.7%
SYBT
505
Stock Yards Bank & Trust
Kentucky
$327K +$327K +2,296 New
AP
506
Americana Partners
Texas
$327K +$327K +2,300 New
FF
507
FourThought Financial
Florida
$325K -$7.42K -52 -2%
EF
508
Empirical Finance
Pennsylvania
$322K +$18.3K +128 +6%
SWM
509
Segment Wealth Management
Texas
$320K – – –
SI
510
Stephens Inc
Arkansas
$315K +$1.43K +10 +0.5%
WPC
511
Wedmont Private Capital
Pennsylvania
$315K +$315K +2,207 New
SBH
512
Segall Bryant & Hamill
Illinois
$314K – – –
AWM
513
Aberdeen Wealth Management
Illinois
$313K – – –
PMFA
514
Plante Moran Financial Advisors
Michigan
$312K – – –
SWM
515
Spire Wealth Management
Virginia
$307K -$97.5K -685 -24%
MAM
516
Meeder Asset Management
Ohio
$306K -$43.9K -308 -13%
IFS
517
Ifrah Financial Services
Arkansas
$305K -$5.56K -39 -2%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$299K – – –
VFA
519
Voya Financial Advisors
Connecticut
$294K +$53.6K +372 +22%
FB
520
Fulton Bank
Pennsylvania
$292K +$51.2K +359 +21%
LAM
521
LifePro Asset Management
California
$291K – – –
BIA
522
Benchmark Investment Advisors
Illinois
$285K -$70.3K -493 -20%
PTC
523
Private Trust Company
Ohio
$285K -$27.9K -196 -9%
CA
524
Cetera Advisors
Colorado
$282K +$4.13K +29 +1%
Lido Advisors
525
Lido Advisors
California
$278K -$4.69K -33 -2%
19 20
21
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