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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
$613M
2
BlackRock
BlackRock
New York
$1.75B
3
Barclays
Barclays
United Kingdom
$276M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.49B
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$96.4M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$853M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$723M
4
Renaissance Technologies
Renaissance Technologies
New York
$750K
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$36.1M -$3.31M -18,238 -8%
SW
77
SVB Wealth
Massachusetts
$35.4M -$245K -1,341 -0.7%
National Pension Service
78
National Pension Service
South Korea
$34.4M -$990K -5,416 -3%
LPL Financial
79
LPL Financial
California
$33.3M -$3.71M -20,312 -10%
NIPH
80
NN Investment Partners Holdings
Netherlands
$33.2M – – –
BTW
81
Boston Trust Walden
Massachusetts
$33.2M +$15.2K +83 +0%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$32.4M -$1.16M -6,371 -3%
CS
83
Credit Suisse
Switzerland
$31.1M -$1.63M -8,918 -5%
GCM
84
Geneva Capital Management
Wisconsin
$31M -$1.09M -5,984 -3%
CCM
85
Copeland Capital Management
Pennsylvania
$30.3M -$101K -555 -0.3%
MFWM
86
Motley Fool Wealth Management
Virginia
$29.2M -$686K -3,751 -2%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$28.4M +$7.04M +38,530 +33%
Principal Financial Group
88
Principal Financial Group
Iowa
$28.1M -$439K -2,401 -2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$27.4M -$230K -1,257 -0.8%
CAM
90
Congress Asset Management
Massachusetts
$27.4M -$2.85M -15,609 -9%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$27M +$20.6M +112,500 +318%
Citigroup
92
Citigroup
New York
$27M -$3.11M -16,986 -10%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$27M -$276K -1,512 -1%
DP
94
Dearborn Partners
Illinois
$26.4M +$41.1K +225 +0.2%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$25.4M -$3.22M -17,619 -11%
BMSSC
96
B. Metzler seel. Sohn & Co
Germany
$25.4M +$1.55M +8,460 +6%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$24.9M -$2.81M -15,349 -10%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$23.4M -$4.38M -23,858 -16%
Fidelity International
99
Fidelity International
Bermuda
$23.1M – – –
VIMU
100
Veritas Investment Management (UK)
United Kingdom
$22.9M -$1.22M -6,675 -5%
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