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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 %
EW
751
Evoke Wealth
California
$6K +$1.67K +12 +39%
NICM
752
Neo Ivy Capital Management
New York
$6K +$6K +42 New
FMP
753
Financial Management Professionals
Texas
$5K -$278 -2 -5%
MRCM
754
M&R Capital Management
New Jersey
$5K – – –
EWA
755
EverSource Wealth Advisors
Alabama
$5K – – –
HNWAG
756
High Net Worth Advisory Group
Florida
$4K – – –
CA
757
Clearstead Advisors
Ohio
$4K – – –
BBPWM
758
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
TSW
759
Thompson Siegel & Walmsley
Virginia
$4K – – –
VCM
760
Versant Capital Management
Arizona
$4K – – –
AIP
761
Almanack Investment Partners
Pennsylvania
$4K +$4K +25 New
DI
762
Disciplined Investments
Oklahoma
$3K -$333 -2 -10%
SFO
763
Standard Family Office
South Dakota
$3K – – –
JFA
764
JNBA Financial Advisors
Minnesota
$3K – – –
ACM
765
AUA Capital Management
Pennsylvania
$3K – – –
TFS
766
TrustCore Financial Services
Tennessee
$3K – – –
EIM
767
Essex Investment Management
Massachusetts
$3K – – –
BIA
768
Bell Investment Advisors
California
$2K – – –
SIC
769
SJS Investment Consulting
Ohio
$2K +$2K +17 New
AWM
770
Abound Wealth Management
Tennessee
$1.3K +$1.3K +9 New
SOW
771
State of Wyoming
Wyoming
$1K -$143 -1 -13%
AA
772
Addison Advisors
Vermont
$1K – – –
S
773
Surevest
California
$1K – – –
MCM
774
Manchester Capital Management
Vermont
$1K – – –
SC
775
Sierra Capital
Florida
$1K – – –
29 30
31
32 33