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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 %
SWA
776
SOA Wealth Advisors
New York
$1K – – –
TFM
777
TFC Financial Management
Massachusetts
$1K – – –
Lazard Asset Management
778
Lazard Asset Management
New York
$1K +$111 +1 +13%
MHR
779
Matthew Hamilton Rosenberg
$1K +$1K +6 New
MFT
780
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +10 New
MOS
781
MGO One Seven
Ohio
$304 +$53 +365 +21%
FGAM
782
Financial Gravity Asset Management
Texas
$277 +$2 +6 +0.7%
JMF
783
Johnson Midwest Financial
Iowa
$4 – – –
Balyasny Asset Management
784
Balyasny Asset Management
Illinois
– -$25M -175,578 Closed
NIG
785
NFJ Investment Group
Texas
– -$17.9M -125,350 Closed
BA
786
Bridgewater Associates
Connecticut
– -$5.16M -36,170 Closed
BRCM
787
Bright Rock Capital Management
Massachusetts
– -$3.42M -24,000 Closed
CI
788
Ceera Investments
Texas
– -$2.16M -15,122 Closed
PA
789
PFG Advisors
Arizona
– -$1.99M -13,981 Closed
CCA
790
Catalyst Capital Advisors
New York
– -$1.76M -12,331 Closed
AWM
791
Accurate Wealth Management
Florida
– -$1.55M -10,363 Closed
OQS
792
Occudo Quantitative Strategies
Florida
– -$856K -6,004 Closed
MSCM
793
McElhenny Sheffield Capital Management
Texas
– -$842K -5,910 Closed
MFS
794
Mirabella Financial Services
United Kingdom
– -$747K -5,236 Closed
WP
795
WealthSource Partners
California
– -$590K -4,140 Closed
SWM
796
SeaCrest Wealth Management
New York
– -$566K -3,974 Closed
AA
797
ALPS Advisors
Colorado
– -$477K -3,344 Closed
BA
798
Bridgewater Advisors
New York
– -$463K -3,251 Closed
IC
799
Inscription Capital
Texas
– -$364K -2,550 Closed
MGIM
800
M&G Investment Management
United Kingdom
– -$340 -2,378 Closed
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