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Broadridge
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Overview Fund Activity

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
BlackRock
BlackRock
New York
+$51.8M
3
Barclays
Barclays
United Kingdom
+$49.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$24M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$21.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$115M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
601
Raymond James Trust
Florida
$273K +$5.11K +28 +2%
WTA
602
Washington Trust Advisors
Massachusetts
$272K +$272K +1,486 New
RWA
603
River Wealth Advisors
Pennsylvania
$269K +$11.9K +65 +5%
HKIMG
604
Hutchens & Kramer Investment Management Group
Indiana
$269K +$269K +1,759 New
CRC
605
Curi RMB Capital
Illinois
$268K +$28.1K +154 +12%
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$267K – – –
OL
607
Optas LLC
Texas
$265K +$2.37K +13 +0.9%
EWM
608
Empirical Wealth Management
Washington
$261K – – –
PWM
609
Perigon Wealth Management
California
$261K +$261K +1,427 New
PA
610
Pinnacle Associates
New York
$260K -$1.83K -10 -0.7%
FPCP
611
Fort Point Capital Partners
California
$259K -$2.93K -16 -1%
CAM
612
Campion Asset Management
Virginia
$258K – – –
LS
613
Livforsakringsbolaget Skandia
Sweden
$256K – – –
MAP
614
Moody Aldrich Partners
Massachusetts
$255K -$3.48K -19 -1%
CWM
615
Connecticut Wealth Management
Connecticut
$255K – – –
WJWM
616
Williams Jones Wealth Management
New York
$254K +$254K +1,391 New
CICI
617
Capital Investment Counsel Inc
North Carolina
$252K +$183 +1 +0.1%
CS
618
Comerica Securities
Michigan
$252K +$252K +1,374 New
Cerity Partners
619
Cerity Partners
New York
$252K +$252K +1,378 New
HIC
620
Harvey Investment Company
Kentucky
$250K – – –
CWP
621
Concord Wealth Partners
Virginia
$249K +$170K +932 +217%
RMDI
622
R.M. Davis Inc
Maine
$248K – – –
YIH
623
Y-Intercept (HK)
Hong Kong
$248K +$248K +1,357 New
AB
624
Atlas Brown
Kentucky
$247K – – –
IA
625
IFP Advisors
Florida
$243K -$5.26K -29 -2%
23 24
25
26 27