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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 %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$79.9K – – –
MA
652
MUFG Americas
New York
$78K – – –
LWANC
653
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K – – –
WOC
654
West Oak Capital
California
$72K – – –
HCM
655
Highlander Capital Management
New Jersey
$72K – – –
AA
656
Alta Advisers
United Kingdom
$72K +$72K +500 New
LWA
657
Lowe Wealth Advisors
Maryland
$71K – – –
QC
658
Quent Capital
New York
$71K – – –
VNA
659
Valley National Advisers
Pennsylvania
$69K -$2.2K -15 -3%
C
660
Covestor
United Kingdom
$68K -$10.8K -75 -14%
UCB
661
United Community Bank
South Carolina
$68K – – –
BSB
662
Bangor Savings Bank
Maine
$65K -$288 -2 -0.4%
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
$63K – – –
AF
664
Allworth Financial
California
$63K +$8.79K +61 +16%
MA
665
MCF Advisors
Kentucky
$62K – – –
GWS
666
Glassman Wealth Services
Virginia
$60K +$7.34K +51 +14%
NR
667
Newfound Research
Massachusetts
$58K -$46.4K -321 -44%
DWA
668
Dougherty Wealth Advisers
Minnesota
$58K – – –
AS
669
Altshuler Shaham
Israel
$57K +$27.4K +185 +93%
LC
670
Lindbrook Capital
California
$57K +$27.2K +189 +91%
KSWA
671
Kathleen S. Wright Associates
Pennsylvania
$54K -$14.3K -100 -21%
IUHSA
672
Itau Unibanco Holding S.A.
Brazil
$54K +$54K +375 New
PB
673
Pinnacle Bancorp
Nebraska
$51K – – –
CCA
674
Column Capital Advisors
Indiana
$50K – – –
JWA
675
JFS Wealth Advisors
Pennsylvania
$48K +$3.02K +21 +7%
25 26
27
28 29