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Broadridge
BR

Overview Fund Activity

815 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 295 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+33
Holders Change %
+4.22%
% of All Funds
12.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
295
Reduced
254
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$408M
2
BlackRock
BlackRock
New York
+$51.8M
3
Barclays
Barclays
United Kingdom
+$49.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$24M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$21.7M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$179M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$115M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.2M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
826
Point72 Hong Kong
Hong Kong
– -$1.3M -7,772 Closed
SEC
827
Seven Eight Capital
New York
– -$1.15M -6,900 Closed
QIM
828
Quantitative Investment Management
Virginia
– -$1.12M -6,744 Closed
Mirae Asset Global Investments
829
Mirae Asset Global Investments
South Korea
– -$984K -5,910 Closed
ACM
830
Alethea Capital Management
Washington
– -$969K -5,812 Closed
HCM
831
Howland Capital Management
Massachusetts
– -$917K -5,500 Closed
GTCM
832
Gyon Technologies Capital Management
New Jersey
– -$877K -5,265 Closed
EOJOAM
833
E. Ohman J:or Asset Management
Sweden
– -$867K -5,200 Closed
QP
834
Quilter Plc
United Kingdom
– -$795K -4,769 Closed
RBA
835
Richard Bernstein Advisors
New York
– -$778K -4,673 Closed
JF
836
Jump Financial
Illinois
– -$756K -4,537 Closed
QT
837
Quantbot Technologies
New York
– -$732K -4,393 Closed
LIP
838
Liontrust Investment Partners
United Kingdom
– -$625K -3,750 Closed
WANY
839
Wealthspire Advisors (New York)
New York
– -$601K -3,607 Closed
HI
840
Horizon Investments
North Carolina
– -$566K -3,397 Closed
TC
841
Toews Corporation
New Jersey
– -$417K -2,500 Closed
KFA
842
Krane Funds Advisors
New York
– -$413K -2,476 Closed
AWP
843
Accretive Wealth Partners
New Jersey
– -$390K -2,341 Closed
AIA
844
Avalon Investment & Advisory
Texas
– -$374K -2,242 Closed
KPW
845
Kore Private Wealth
New York
– -$373K -2,237 Closed
OQS
846
Occudo Quantitative Strategies
Florida
– -$370K -2,221 Closed
MC
847
Maverick Capital
Texas
– -$361K -2,169 Closed
PAMP
848
Polar Asset Management Partners
Ontario, Canada
– -$319K -1,917 Closed
BBA
849
Braun-Bostich & Associates
Pennsylvania
– -$318K -1,908 Closed
CM
850
Capula Management
Cayman Islands
– -$315K -1,889 Closed
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