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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.

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
1
Morgan Stanley
New York
$704M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$62.7M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$87.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.98B
5
ECM
5
Ensemble Capital Management
California
$53.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$148M
3
State Street
3
State Street
Massachusetts
$664M
4
Wells Fargo
4
Wells Fargo
California
$198M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$48.7M -$6.96M -48,837 -13%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$47.7M -$740K -5,193 -2%
SIC
53
Schwartz Investment Counsel
Michigan
$47.1M -$6.41M -45,000 -12%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$44.6M -$1.68M -11,784 -4%
GKIM
55
GW&K Investment Management
Massachusetts
$43.4M +$165K +1,159 +0.4%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$42.2M -$2.26M -15,887 -5%
FAM
57
Fenimore Asset Management
New York
$41.8M -$346K -2,428 -0.8%
LCOV
58
London Company of Virginia
Virginia
$41.1M -$1.05M -7,368 -2%
BTW
59
Boston Trust Walden
Massachusetts
$40.6M +$7.24M +50,781 +22%
DLA
60
Douglas Lane & Associates
New York
$39.4M -$44.3K -311 -0.1%
EARNEST Partners
61
EARNEST Partners
Georgia
$39.3M +$6.74M +47,264 +21%
RJA
62
Raymond James & Associates
Florida
$38.6M +$923K +6,471 +2%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$38.5M -$4.79M -33,605 -11%
Deutsche Bank
64
Deutsche Bank
Germany
$35.6M -$4.02M -28,220 -10%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$35.5M +$2.28M +16,011 +7%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$35.3M +$5.58M +39,110 +19%
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.9M -$614K -4,306 -2%
HPC
68
HM Payson & Co
Maine
$33.5M -$3.37M -23,614 -9%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$33.2M +$1.34M +9,385 +4%
CB
70
Commerce Bank
Missouri
$32.9M -$4.86M -34,076 -13%
Ameriprise
71
Ameriprise
Minnesota
$32.1M -$834K -5,854 -3%
LPL Financial
72
LPL Financial
California
$30M +$2.13M +14,934 +8%
Loomis, Sayles & Company
73
Loomis, Sayles & Company
Massachusetts
$29.5M -$222K -1,556 -0.7%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$29.4M +$15.7M +109,791 +113%
SW
75
SVB Wealth
Massachusetts
$29.1M -$278K -1,952 -0.9%
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