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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 %
AWM
726
Atticus Wealth Management
Florida
$14K – – –
CAL
727
Capital Advisors Ltd
Ohio
$14K +$2.43K +17 +21%
DFCM
728
Dark Forest Capital Management
Puerto Rico
$13K -$11.2K -80 -46%
CAL
729
Capital Analysts LLC
Pennsylvania
$13K – – –
TWM
730
Tradition Wealth Management
Minnesota
$13K – – –
NMG
731
New Millennium Group
Utah
$12K – – –
BWM
732
Baystate Wealth Management
Massachusetts
$12K +$148 +1 +1%
FFA
733
Fairfield Financial Advisors
Massachusetts
$11.5K – – –
WBC
734
West Branch Capital
Massachusetts
$11K – – –
KTC
735
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.17K +15 +25%
Bank of Montreal
737
Bank of Montreal
Ontario, Canada
$9.6K -$9.78K -59,675 -50%
ARIS
738
Advanced Research Investment Solutions
California
$9K – – –
CMP
739
Coston McIsaac & Partners
Maine
$9K – – –
TCWA
740
Ten Capital Wealth Advisors
Washington
$8K +$8K +52 New
MTIC
741
Missouri Trust & Investment Company
Missouri
$7K -$7K -50 -50%
TSWM
742
Tyler-Stone Wealth Management
Ohio
$7K – – –
PP
743
PrairieView Partners
Minnesota
$7K – – –
WWM
744
Wagner Wealth Management
South Carolina
$7K – – –
SWM
745
Selective Wealth Management
Virginia
$7K – – –
SC
746
Schubert & Co
Texas
$7K +$1.78K +13 +34%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$5.51K +37 +370%
SWA
748
Sutton Wealth Advisors
Florida
$6.64K +$577 +4 +10%
GCM
749
Gables Capital Management
Florida
$6K -$20.6K -144 -77%
MCC
750
Money Concepts Capital
Florida
$6K – – –
28 29
30
31 32