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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 %
FNA
551
First National Advisers
Nebraska
$286K +$40.8K +283 +17%
AHB
552
Abner Herrman & Brock
New Jersey
$280K +$280K +1,940 New
OR
553
Olympiad Research
Connecticut
$277K +$39K +270 +16%
Susquehanna International Group
554
Susquehanna International Group
Pennsylvania
$276K -$2.78M -19,259 -91%
AWM
555
Apollon Wealth Management
South Carolina
$276K +$276K +1,914 New
TCBWMS
556
Texas Capital Bank Wealth Management Services
Texas
$274K -$1.45K -10 -0.5%
SPA
557
Shore Point Advisors
New Jersey
$271K – – –
WFI
558
West Family Investments
California
$268K +$268K +1,856 New
SAM
559
Strategy Asset Managers
California
$268K +$268K +1,856 New
CA
560
Cetera Advisors
Colorado
$265K -$20.6K -143 -7%
ACM
561
Advisors Capital Management
New Jersey
$264K +$7.62K +54 +3%
CGL
562
Clarius Group LLC
Washington
$264K +$35.8K +248 +16%
MAP
563
Moody Aldrich Partners
Massachusetts
$263K -$577 -4 -0.2%
SCM
564
Spreng Capital Management
Ohio
$263K – – –
SIC
565
Samalin Investment Counsel
New York
$263K +$145 +1 +0.1%
MIM
566
Marco Investment Management
Georgia
$260K – – –
CWM
567
Connecticut Wealth Management
Connecticut
$260K +$260K +1,804 New
TSS
568
Two Sigma Securities
New York
$259K +$259K +1,795 New
RT
569
Rockland Trust
Massachusetts
$258K -$9.43M -65,166 -97%
HKIMG
570
Hutchens & Kramer Investment Management Group
Indiana
$258K -$1.79K -12 -0.7%
Arrowstreet Capital
571
Arrowstreet Capital
Massachusetts
$256K +$256K +1,771 New
PFBT
572
Parkside Financial Bank & Trust
Missouri
$255K +$2.02K +14 +0.8%
WTB
573
Washington Trust Bank
Washington
$253K – – –
RCM
574
Radnor Capital Management
Pennsylvania
$252K – – –
SCM
575
Stonehearth Capital Management
Massachusetts
$251K – – –
21 22
23
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