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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 %
JMF
726
Johnson Midwest Financial
Iowa
$4K – – –
VCM
727
Versant Capital Management
Arizona
$4K +$308 +2 +8%
EW
728
Evoke Wealth
California
$4K +$903 +7 +29%
CA
729
Clearstead Advisors
Ohio
$4K +$1.2K +9 +43%
UWM
730
Urban Wealth Management
California
$4K +$4K +29 New
EIM
731
Essex Investment Management
Massachusetts
$3K – – –
TFS
732
TrustCore Financial Services
Tennessee
$3K – – –
JFA
733
JNBA Financial Advisors
Minnesota
$3K – – –
ACM
734
AUA Capital Management
Pennsylvania
$3K – – –
DI
735
Disciplined Investments
Oklahoma
$3K +$450 +3 +18%
SFO
736
Standard Family Office
South Dakota
$3K +$3K +22 New
UFF
737
USA Financial Formulas
Michigan
$2K – – –
COCM
738
Charter Oak Capital Management
New Hampshire
$2K – – –
Federated Hermes
739
Federated Hermes
Pennsylvania
$2K +$2K +15 New
BIA
740
Bell Investment Advisors
California
$2K +$2K +17 New
SWA
741
SOA Wealth Advisors
New York
$1K -$5.92K -77 -86%
Lazard Asset Management
742
Lazard Asset Management
New York
$1K -$3.5K -28 -78%
AA
743
Addison Advisors
Vermont
$1K – – –
S
744
Surevest
California
$1K – – –
TFM
745
TFC Financial Management
Massachusetts
$1K – – –
SC
746
Sierra Capital
Florida
$1K – – –
PI
747
PEAK6 Investments
Illinois
$1K +$1K +4 New
MCM
748
Manchester Capital Management
Vermont
$1K +$1K +7 New
CCM
749
Cribstone Capital Management
Maine
$1K +$1K +8 New
SOW
750
State of Wyoming
Wyoming
$1K +$1K +8 New
28 29
30
31 32