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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 %
ST
701
Smithfield Trust
Pennsylvania
$25K – – –
IRC
702
Investors Research Corp
Georgia
$25K – – –
PO
703
Private Ocean
California
$23K – – –
FRA
704
Front Row Advisors
California
$23K – – –
TWA
705
TCI Wealth Advisors
Arizona
$22K -$719 -5 -3%
HI
706
Harbour Investments
Wisconsin
$22K – – –
OLVIG
707
Oliver Lagore Vanvalin Investment Group
Michigan
$22K – – –
VWM
708
Valley Wealth Managers
New Jersey
$22K +$22K +152 New
OAJ
709
Ogorek Anthony Joseph
New York
$21K – – –
BWM
710
BerganKDV Wealth Management
Minnesota
$21K – – –
GA
711
GoalVest Advisory
New York
$21K – – –
HR
712
Howe & Rusling
New York
$19K – – –
BLC
713
Brown, Lisle/Cummings
Rhode Island
$18K – – –
PSB
714
Piscataqua Savings Bank
New Hampshire
$18K – – –
LFG
715
Larson Financial Group
Missouri
$17K +$5.23K +36 +44%
APW
716
Axim Planning & Wealth
Ohio
$17K +$7.35K +51 +76%
AF
717
Advisornet Financial
Minnesota
$17K +$10.4K +71 +158%
MWM
718
Mascoma Wealth Management
New Hampshire
$16K – – –
ZIG
719
Zullo Investment Group
Pennsylvania
$16K +$4.95K +34 +45%
MFA
720
McClarren Financial Advisors
Pennsylvania
$16K +$16K +115 New
CT
721
Clearstead Trust
Maine
$15K +$15K +106 New
LS
722
Livforsakringsbolaget Skandia
Sweden
$14K -$56K -400 -80%
AWM
723
Atticus Wealth Management
Florida
$14K – – –
M
724
MOTCO
Texas
$14K – – –
EWM
725
Endurance Wealth Management
Rhode Island
$14K – – –
27 28
29
30 31