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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 %
FRA
676
Front Row Advisors
California
$23K – – –
GA
677
GoalVest Advisory
New York
$22K – – –
OLVIG
678
Oliver Lagore Vanvalin Investment Group
Michigan
$22K – – –
HI
679
Harbour Investments
Wisconsin
$22K +$22K +154 New
OAJ
680
Ogorek Anthony Joseph
New York
$21K – – –
BWM
681
BerganKDV Wealth Management
Minnesota
$21K – – –
HR
682
Howe & Rusling
New York
$19K -$23.2K -159 -55%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$139 +1 +0.7%
PSB
684
Piscataqua Savings Bank
New Hampshire
$18K – – –
BLC
685
Brown, Lisle/Cummings
Rhode Island
$17.8K – – –
Bank of Montreal
686
Bank of Montreal
Ontario, Canada
$16.7K +$672 +4,756 +4%
MWM
687
Mascoma Wealth Management
New Hampshire
$16K – – –
M
688
MOTCO
Texas
$14K – – –
EWM
689
Endurance Wealth Management
Rhode Island
$14K – – –
AIP
690
Ahrens Investment Partners
Louisiana
$14K – – –
IBOK
691
Independence Bank of Kentucky
Kentucky
$14K – – –
AWM
692
Atticus Wealth Management
Florida
$14K – – –
MTIC
693
Missouri Trust & Investment Company
Missouri
$14K – – –
CAL
694
Capital Analysts LLC
Pennsylvania
$13K – – –
TWM
695
Tradition Wealth Management
Minnesota
$13K – – –
CAL
696
Capital Advisors Ltd
Ohio
$12K -$3.26K -22 -21%
BWM
697
Baystate Wealth Management
Massachusetts
$12K – – –
LFG
698
Larson Financial Group
Missouri
$12K +$12K +81 New
NMG
699
New Millennium Group
Utah
$12K +$12K +83 New
FFA
700
Fairfield Financial Advisors
Massachusetts
$11.4K -$11.4K -80 -50%
26 27
28
29 30