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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 %
CPA
526
Court Place Advisors
Maryland
$350K – – –
TI
527
Tidal Investments
Wisconsin
$344K -$64.4K -447 -16%
CTC
528
Central Trust Company
Missouri
$342K +$6.05K +42 +2%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$331K – – –
AP
530
Americana Partners
Texas
$331K – – –
AAM
531
AMI Asset Management
California
$328K -$11.8K -82 -3%
HWA
532
Heritage Wealth Advisors
Virginia
$328K -$5.2K -36 -2%
SWM
533
Segment Wealth Management
Texas
$324K – – –
GT
534
Glenmede Trust
Pennsylvania
$318K -$36.4K -253 -10%
AWM
535
Aberdeen Wealth Management
Illinois
$317K – – –
PMFA
536
Plante Moran Financial Advisors
Michigan
$316K – – –
SWM
537
Spire Wealth Management
Virginia
$312K +$289 +2 +0.1%
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$310K -$3.72M -25,801 -92%
SI
539
Stephens Inc
Arkansas
$308K -$11K -76 -3%
EOJOAM
540
E. Ohman J:or Asset Management
Sweden
$303K – – –
VFA
541
Voya Financial Advisors
Connecticut
$303K +$3.81K +26 +1%
IFS
542
Ifrah Financial Services
Arkansas
$300K -$8.36K -58 -3%
S
543
SignatureFD
Georgia
$298K +$29K +201 +11%
SBH
544
Segall Bryant & Hamill
Illinois
$297K -$22K -152 -7%
LAM
545
LifePro Asset Management
California
$294K – – –
Lido Advisors
546
Lido Advisors
California
$294K +$11.8K +82 +4%
EWM
547
Evercore Wealth Management
New York
$290K +$64.1K +444 +28%
BIA
548
Benchmark Investment Advisors
Illinois
$289K – – –
PTC
549
Private Trust Company
Ohio
$288K -$866 -6 -0.3%
TMAM
550
Tokio Marine Asset Management
Japan
$287K +$53.6K +372 +23%
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