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Broadridge
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Overview Fund Activity

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$613M
2
BlackRock
BlackRock
New York
$1.75B
3
Barclays
Barclays
United Kingdom
$276M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$96.4M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$853M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$723M
4
Renaissance Technologies
Renaissance Technologies
New York
$750K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$65.9M +$11.8M +64,350 +22%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$62.9M -$7.06M -38,598 -10%
Luther King Capital Management (LKCM)
53
Luther King Capital Management (LKCM)
Texas
$58.4M -$2.61M -14,267 -4%
GKIM
54
GW&K Investment Management
Massachusetts
$55M -$352K -1,926 -0.6%
LCOV
55
London Company of Virginia
Virginia
$54.4M -$2.21M -12,067 -4%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$54.3M -$3.97M -21,700 -7%
Deutsche Bank
57
Deutsche Bank
Germany
$54.2M -$2.04M -11,172 -4%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$53.7M -$9.78M -53,480 -15%
DLA
59
Douglas Lane & Associates
New York
$53.1M -$5.37M -29,380 -9%
ACM
60
Alta Capital Management
Utah
$51.5M +$462K +2,529 +0.9%
Mackenzie Financial
61
Mackenzie Financial
Ontario, Canada
$47.9M +$764K +4,177 +2%
RJA
62
Raymond James & Associates
Florida
$47.5M +$1.93M +10,554 +4%
CB
63
Commerce Bank
Missouri
$46.9M -$637K -3,483 -1%
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.4M -$1.25M -6,841 -3%
HPC
65
HM Payson & Co
Maine
$44.3M +$2.59M +14,184 +6%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$43.4M +$864K +4,726 +2%
EARNEST Partners
67
EARNEST Partners
Georgia
$42.1M +$12.7M +69,356 +43%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$41.8M +$7.92M +43,308 +23%
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$41.7M +$4.32M +23,618 +12%
PI
70
PGGM Investments
Netherlands
$38.3M +$605K +3,310 +2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$37.8M +$552K +3,019 +1%
ECM
72
Ensemble Capital Management
California
$37.6M -$1.58M -8,665 -4%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$37.3M +$37.3M +203,834 New
Loomis, Sayles & Company
74
Loomis, Sayles & Company
Massachusetts
$36.9M -$377K -2,061 -1%
UBS Group
75
UBS Group
Switzerland
$36.4M -$26.7K -146 -0.1%
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