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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 %
VF
776
Virtu Financial
New York
– -$400K -2,566 Closed
OPPTF
777
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$386K -2,483 Closed
Capstone Investment Advisors
778
Capstone Investment Advisors
New York
– -$368K -2,364 Closed
BPA
779
Beacon Pointe Advisors
California
– -$301K -1,932 Closed
IRF
780
IBM Retirement Fund
New York
– -$287K -1,842 Closed
CAM
781
Cresset Asset Management
Illinois
– -$271K -1,731 Closed
AWP
782
Ascent Wealth Partners
New York
– -$268K -1,723 Closed
JF
783
Jump Financial
Illinois
– -$262K -1,683 Closed
MM
784
MQS Management
New York
– -$261K -1,677 Closed
SAM
785
Strategy Asset Managers
California
– -$261K -1,677 Closed
DC
786
Davenport & Co
Virginia
– -$257K -1,652 Closed
HI
787
Horizon Investments
North Carolina
– -$228K -1,466 Closed
Nomura Holdings
788
Nomura Holdings
Japan
– -$228K -1,457 Closed
IAN
789
Integrated Advisors Network
Texas
– -$227K -1,456 Closed
CS
790
Comerica Securities
Michigan
– -$223K -1,425 Closed
CWM
791
Connecticut Wealth Management
Connecticut
– -$217K -1,396 Closed
FPCP
792
Fort Point Capital Partners
California
– -$216K -1,386 Closed
PA
793
Profund Advisors
Maryland
– -$214K -1,374 Closed
HIC
794
Harvey Investment Company
Kentucky
– -$213K -1,368 Closed
PA
795
Procyon Advisors
Connecticut
– -$212K -1,361 Closed
CICI
796
Capital Investment Counsel Inc
North Carolina
– -$210K -1,352 Closed
AB
797
Atlas Brown
Kentucky
– -$210K -1,350 Closed
BL
798
Balentine LLC
Georgia
– -$209K -1,344 Closed
MC
799
Moors & Cabot
Massachusetts
– -$209K -1,342 Closed
BP
800
Ballentine Partners
Massachusetts
– -$209K -1,335 Closed
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