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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 %
GCP
851
GSA Capital Partners
United Kingdom
– -$311K -1,866 Closed
MFW
852
Meristem Family Wealth
Minnesota
– -$304K -1,826 Closed
XT
853
XTX Topco
Cayman Islands
– -$265K -1,589 Closed
SLWA
854
San Luis Wealth Advisors
California
– -$253K -1,518 Closed
UH
855
Unigestion Holding
Switzerland
– -$252K -1,494 Closed
BPA
856
Beacon Pointe Advisors
California
– -$230K -1,381 Closed
MSR
857
Main Street Research
Connecticut
– -$216K -1,297 Closed
Bank Julius Baer & Co
858
Bank Julius Baer & Co
Switzerland
– -$162K -973 Closed
DZ Bank
859
DZ Bank
Germany
– -$130K -772 Closed
BC
860
Bartlett & Co
Ohio
– -$82K -492 Closed
BCWM
861
Bartlett & Co Wealth Management
Ohio
– -$82.3K -492 Closed
SOW
862
State of Wyoming
Wyoming
– -$65K -389 Closed
JCM
863
Jacobi Capital Management
Pennsylvania
– -$64K -386 Closed
AWA
864
Arkadios Wealth Advisors
Georgia
– -$47K -287 Closed
ARMC
865
American Research & Management Company
Massachusetts
– -$47K -283 Closed
CFD
866
Creative Financial Designs
Indiana
– -$41K -244 Closed
TAMH
867
Taikang Asset Management (HK)
Hong Kong
– -$36K -218 Closed
SFP
868
Sterling Financial Planning
New Jersey
– -$24K -145 Closed
CPC
869
Consolidated Planning Corp
Georgia
– -$20K -121 Closed
ATC
870
Adirondack Trust Company
New York
– -$18K -100 Closed
GRP
871
Global Retirement Partners
California
– -$8K -50 Closed
BMD
872
Better Money Decisions
New Mexico
– -$6K -34 Closed
Capstone Investment Advisors
873
Capstone Investment Advisors
New York
– -$4K -25 Closed
RA
874
Resolute Advisors
California
– -$4K -24 Closed
EWA
875
Evolution Wealth Advisors
Florida
– -$3K -20 Closed
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