BR icon

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
1
Janus Henderson Group
United Kingdom
$898M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$154M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.5M
5
Millennium Management
5
Millennium Management
New York
$24.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$486M
2
CW
2
Connectus Wealth
Ohio
$14.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.7M
5
Amundi
5
Amundi
France
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$30.4M -$2.09M -14,478 -6%
SW
77
SVB Wealth
Massachusetts
$28.6M -$854K -5,918 -3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$27.9M -$237K -1,639 -0.8%
National Pension Service
79
National Pension Service
South Korea
$26.5M -$2.17M -14,787 -8%
Prudential Financial
80
Prudential Financial
New Jersey
$26M +$10.9M +75,521 +72%
Millennium Management
81
Millennium Management
New York
$24.8M +$24.8M +171,754 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$24.7M -$883K -6,118 -3%
Loomis, Sayles & Company
83
Loomis, Sayles & Company
Massachusetts
$24.7M -$5.15M -35,706 -17%
Principal Financial Group
84
Principal Financial Group
Iowa
$23.3M +$1.52M +10,520 +7%
CS
85
Credit Suisse
Switzerland
$22.9M -$946K -6,557 -4%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$22.8M -$6.98M -48,342 -23%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$22.5M -$154K -1,069 -0.7%
GCM
88
Geneva Capital Management
Wisconsin
$22.3M -$560K -3,878 -2%
CAM
89
Congress Asset Management
Massachusetts
$22.1M +$2.49M +17,277 +13%
BMSSC
90
B. Metzler seel. Sohn & Co
Germany
$21.4M -$411K -2,850 -2%
DP
91
Dearborn Partners
Illinois
$20.8M +$86K +596 +0.4%
Renaissance Technologies
92
Renaissance Technologies
New York
$20.3M +$20.3M +140,500 New
CSS
93
Cubist Systematic Strategies
Connecticut
$19.2M +$18.7M +129,735 +4,185%
ACM
94
Alta Capital Management
Utah
$18.9M -$8.29M -57,459 -30%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$18.6M -$636K -4,410 -3%
MFWM
96
Motley Fool Wealth Management
Virginia
$18.2M -$3.71M -25,696 -17%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$17.8M – – –
Citadel Advisors
98
Citadel Advisors
Florida
$17.3M +$9.17M +63,560 +113%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$16.8M -$5.78M -39,629 -26%
CCM
100
Copeland Capital Management
Pennsylvania
$16.4M -$212K -1,471 -1%
2 3
4
5 6