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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 %
CRC
576
Curi RMB Capital
Illinois
$209K – – –
SVWAG
577
Sound View Wealth Advisors Group
Georgia
$208K -$285 -2 -0.1%
OL
578
Optas LLC
Texas
$207K – – –
SOS
579
Silver Oak Securities
Tennessee
$202K +$202K +1,295 New
AP
580
Adero Partners
California
$202K +$202K +1,383 New
CAM
581
Campion Asset Management
Virginia
$201K – – –
IA
582
IFP Advisors
Florida
$174K – – –
KFI
583
Key Financial Inc
Pennsylvania
$169K – – –
CI
584
CX Institutional
Indiana
$158K +$158K +1,105 New
LJHT
585
Laurie J. Hall Trustee
$150K – – –
VanEck Associates
586
VanEck Associates
New York
$133K +$32.9K +231 +33%
TCOV
587
Trust Company of Vermont
Vermont
$126K +$126K +889 New
FBT
588
First Bank & Trust
South Dakota
$124K -$34.4K -241 -22%
CFGS
589
Concourse Financial Group Securities
Alabama
$124K -$26.9K -188 -18%
T
590
TOBAM
France
$122K +$995 +7 +0.8%
HCP
591
Hexagon Capital Partners
Arkansas
$118K -$14.4K -101 -11%
AAP
592
Arax Advisory Partners
Colorado
$115K +$1.86K +13 +2%
SBL
593
Sargent Bickham Lagudis
Colorado
$115K +$4.85K +34 +4%
SIM
594
Sentry Investment Management
Wisconsin
$113K -$22.1K -155 -16%
CA
595
Crewe Advisors
Utah
$112K +$99.6K +699 +803%
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$112K +$111K +779 +15,580%
TFA
597
Toth Financial Advisory
Virginia
$110K – – –
HIA
598
Harbor Investment Advisory
Maryland
$107K – – –
NR
599
Newfound Research
Massachusetts
$103K -$29.8K -209 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
600
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102K +$75.5K +529 +284%
22 23
24
25 26