Broadridge
762 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 281 increasing their positions, 265 reducing their positions, and 64 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
23% more call options, than puts
Call options by funds: $6.04M | Put options by funds: $4.9M
6% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 265
0.17% more ownership
Funds ownership: 87.44% → 87.61% (+0.17%)
5% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 64
2% less funds holding
Funds holding: 776 → 762 (-14)
7% less capital invested
Capital invested by funds: $15.7B → $14.6B (-$1.05B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$68.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$35.7M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$33.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.6M |
| 5 |
ECM
Ensemble Capital Management
San Francisco,
California
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$76.6M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$23.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$16.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.1M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$13.9M |
BR Hedge Fund Activity: Q2 2022 in Review
762 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2022, worth a combined $14.6B — down 6.7% from $15.7B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of BR and 61 opened new positions — a net loss of 3 holders — while 265 trimmed existing stakes and 281 added.
The largest buyer was Morgan Stanley, adding an estimated $68.7M. The largest seller was Janus Henderson Group, cutting an estimated $76.6M.
- 762 institutional investors held Broadridge (BR) as of Q2 2022, down from 776 in Q1 2022.
- Funds reported $14.6B of Broadridge stock for Q2 2022, down 6.7% quarter-over-quarter.
- 61 funds opened new Broadridge positions in Q2 2022 and 64 closed out, a net change of -3 holders.
- The largest Broadridge buyer in Q2 2022 was Morgan Stanley, an estimated $68.7M added.
- The largest Broadridge seller in Q2 2022 was Janus Henderson Group, an estimated $76.6M sold.
Based on aggregated 13F filings for Q2 2022.