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Broadridge
BR

Overview Fund Activity

787 hedge funds and large institutions have $15.3B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 260 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+28
Holders Change %
+3.69%
% 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
260
Reduced
284
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$424M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$144M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$95.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.5M
5
Millennium Management
Millennium Management
New York
+$24.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$135M
2
CW
Connectus Wealth
Ohio
-$135M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$78.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.8M
5
Amundi
Amundi
France
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
501
Beaumont Financial Advisors
Massachusetts
$416K – – –
ATC
502
Argent Trust Co
Tennessee
$406K -$30.2K -209 -7%
SCM
503
Stevens Capital Management
Pennsylvania
$403K +$403K +2,792 New
GCM
504
Graham Capital Management
Connecticut
$402K +$402K +2,791 New
CT
505
Chicago Trust
Illinois
$393K – – –
AFG
506
Albion Financial Group
Utah
$393K +$1.3K +9 +0.3%
EF
507
Empirical Finance
Pennsylvania
$393K +$67.2K +465 +21%
PWAG
508
Polaris Wealth Advisory Group
California
$389K – – –
BAM
509
Blueshift Asset Management
New Jersey
$387K +$387K +2,684 New
WA
510
WealthTrust Axiom
Pennsylvania
$386K – – –
SB
511
Simmons Bank
Arkansas
$382K -$112K -773 -23%
RMC
512
Resources Management Corp
Connecticut
$381K -$19.5K -135 -5%
CCP
513
Corient Capital Partners
California
$380K +$428 +3 +0.1%
FTDI
514
First Trust Direct Indexing
Massachusetts
$380K +$8.24K +57 +2%
ONB
515
Old National Bancorp
Indiana
$380K +$48.2K +334 +15%
Cerity Partners
516
Cerity Partners
New York
$379K +$135K +938 +55%
ECM
517
Everence Capital Management
Indiana
$375K – – –
P
518
Pitcairn
Pennsylvania
$374K -$1.73K -12 -0.5%
NIM
519
NuWave Investment Management
New Jersey
$369K +$369K +2,560 New
RIM
520
Redpoint Investment Management
Australia
$366K – – –
PWMG
521
Prestige Wealth Management Group
New Jersey
$361K +$3.48K +24 +1%
FB
522
Fulton Bank
Pennsylvania
$361K +$65.3K +452 +22%
SICM
523
Sustainable Insight Capital Management
New York
$361K +$361K +2,500 New
RWM
524
Ritholtz Wealth Management
New York
$360K +$360K +2,495 New
CT
525
Cambridge Trust
Massachusetts
$359K -$7.22K -50 -2%
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