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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 %
BSB
626
Bangor Savings Bank
Maine
$64K +$64K +454 New
BFG
627
Baron Financial Group
New Jersey
$63.2K – – –
Acadian Asset Management
628
Acadian Asset Management
Massachusetts
$62K – – –
MA
629
MCF Advisors
Kentucky
$61K +$61K +428 New
GRP
630
Global Retirement Partners
California
$59K +$8.74K +61 +17%
1832 Asset Management
631
1832 Asset Management
Ontario, Canada
$57K -$463K -3,252 -89%
DWA
632
Dougherty Wealth Advisers
Minnesota
$57K – – –
Simplex Trading
633
Simplex Trading
Illinois
$56K -$16K -112 -22%
AF
634
Allworth Financial
California
$54K +$8.9K +62 +20%
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$53K – – –
CCM
636
Chilton Capital Management
Texas
$53K +$53K +371 New
GWS
637
Glassman Wealth Services
Virginia
$52K -$3.27K -23 -6%
PB
638
Pinnacle Bancorp
Nebraska
$50K – – –
CCA
639
Column Capital Advisors
Indiana
$49K – – –
GWM
640
Geneos Wealth Management
Colorado
$48K +$146 +1 +0.3%
JWA
641
JFS Wealth Advisors
Pennsylvania
$45K +$2.01K +14 +5%
AssetMark Inc
642
AssetMark Inc
California
$43K – – –
MAM
643
Marquette Asset Management
Minnesota
$43K – – –
CTB
644
Country Trust Bank
Illinois
$43K – – –
CFN
645
Cordasco Financial Network
Florida
$43K +$143 +1 +0.3%
RBC
646
Roble Belko & Company
Pennsylvania
$42K – – –
CWP
647
Concord Wealth Partners
Virginia
$40K -$155K -1,097 -79%
LWP
648
Lumature Wealth Partners
Georgia
$35K -$16.9K -119 -33%
PPWM
649
PFG Private Wealth Management
Florida
$35K – – –
HWM
650
HighMark Wealth Management
Minnesota
$35K +$143 +1 +0.4%
24 25
26
27 28