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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 %
PCOC
626
Power Corp of Canada
Canada
$159K +$159K +1,101 New
LJHT
627
Laurie J. Hall Trustee
$152K – – –
WFA
628
Wipfli Financial Advisors
Wisconsin
$150K +$150K +1,038 New
Federated Hermes
629
Federated Hermes
Pennsylvania
$140K +$138K +954 +6,360%
AG
630
AIA Group
Hong Kong
$131K -$89.4K -620 -41%
AAP
631
Arax Advisory Partners
Colorado
$125K +$8.82K +61 +8%
GRP
632
Global Retirement Partners
California
$124K +$61.9K +411 +100%
PA
633
Parallel Advisors
California
$115K +$15.5K +107 +16%
SIM
634
Sentry Investment Management
Wisconsin
$114K – – –
SBL
635
Sargent Bickham Lagudis
Colorado
$112K -$4.93K -34 -4%
TFA
636
Toth Financial Advisory
Virginia
$111K – – –
HIA
637
Harbor Investment Advisory
Maryland
$110K +$1.87K +13 +2%
HDIM
638
Hanson & Doremus Investment Management
Vermont
$101K – – –
CFGS
639
Concourse Financial Group Securities
Alabama
$97K -$28.7K -198 -23%
SAM
640
S.A. Mason
Michigan
$97K – – –
EBA
641
Eagle Bay Advisors
New York
$96K – – –
BBHC
642
Brown Brothers Harriman & Co
New York
$95K – – –
WTC
643
WhitTier Trust Company
Nevada
$94K – – –
CA
644
Crewe Advisors
Utah
$92K -$21K -146 -19%
TFA
645
Transamerica Financial Advisors
Florida
$92K +$6.55K +45 +8%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$90K -$23.4K -162 -21%
T
647
TOBAM
France
$82K -$41.2K -287 -33%
EI
648
Ellevest Inc
New York
$80K -$16.4K -114 -17%
BC
649
Bartlett & Co
Ohio
$80K – – –
PCM
650
Penserra Capital Management
California
$80K +$2K +14 +3%
24 25
26
27 28