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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 %
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +10 New
SFG
752
Steward Financial Group
Texas
$1K +$1K +14 New
HFS
753
Heritage Financial Services
Massachusetts
$1K +$1K +14 New
ED
754
Exane Derivatives
France
$428 – – –
MGIM
755
M&G Investment Management
United Kingdom
$340 -$3.24K -22,628 -90%
FGAM
756
Financial Gravity Asset Management
Texas
$273 -$101 -318 -27%
WA
757
WestEnd Advisors
North Carolina
$142 +$142 +1 New
VPI
758
Value Partners Investments
Manitoba, Canada
– -$6.05M -38,870 Closed
Jane Street
759
Jane Street
New York
– -$5.32M -34,165 Closed
BAM
760
Blueshift Asset Management
New Jersey
– -$3.96M -25,428 Closed
HT
761
HighTower Trust
Texas
– -$3.19M -20,485 Closed
IG
762
ING Group
Netherlands
– -$2.95M -18,939 Closed
NIMI
763
Natixis Investment Managers International
France
– -$2.78M -17,859 Closed
MSL
764
Mackay Shields LLC
New York
– -$2.62M -16,855 Closed
Millennium Management
765
Millennium Management
New York
– -$1.7M -10,891 Closed
SM
766
Sciencast Management
New Jersey
– -$1.52M -9,580 Closed
CIM
767
Caldwell Investment Management
Ontario, Canada
– -$1.04M -6,700 Closed
EC
768
Estate Counselors
Wisconsin
– -$995K -6,392 Closed
LPARFS
769
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$778K -5,000 Closed
SO
770
STRS Ohio
Ohio
– -$685K -4,405 Closed
SCA
771
Stokes Capital Advisors
South Carolina
– -$566K -3,635 Closed
OSIA
772
O'Shares Investment Advisers
Massachusetts
– -$535K -3,437 Closed
VIA
773
Vident Investment Advisory
Georgia
– -$531K -3,410 Closed
GCMG
774
Gyroscope Capital Management Group
Florida
– -$490K -3,145 Closed
PP
775
Paloma Partners
Connecticut
– -$420K -2,700 Closed
29 30
31
32 33