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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 %
Truist Financial
101
Truist Financial
North Carolina
$22.9M -$781K -4,270 -3%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$22.7M +$1.48M +8,100 +7%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$22.5M -$530K -2,900 -2%
NC
104
Nicholas Company
Wisconsin
$21.7M -$6.4K -35 -0%
Canada Life
105
Canada Life
Manitoba, Canada
$20.7M -$5.65M -30,961 -21%
Diamond Hill Capital Management
106
Diamond Hill Capital Management
Ohio
$19.7M -$301K -1,648 -2%
BST
107
Bath Savings Trust
Maine
$19.4M +$259K +1,417 +1%
CW
108
Connectus Wealth
Ohio
$19.4M -$120K -656 -0.6%
NIG
109
NFJ Investment Group
Texas
$18.7M +$4.87M +26,644 +35%
Prudential Financial
110
Prudential Financial
New Jersey
$18.6M +$410K +2,341 +2%
WDA
111
Wendell David Associates
New Hampshire
$18.2M -$142K -779 -0.8%
KLWA
112
Kelly Lawrence W & Associates
California
$17.3M -$390K -2,132 -2%
AAM
113
Advisors Asset Management
Colorado
$17M +$845K +4,622 +5%
Axa
114
Axa
France
$17M -$5.9M -32,275 -26%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$16.9M +$127K +696 +0.8%
MSV
116
MN Services Vermogensbeheer
Netherlands
$16.2M +$567K +3,100 +4%
Squarepoint
117
Squarepoint
New York
$16.1M +$8.93M +48,853 +125%
Rafferty Asset Management
118
Rafferty Asset Management
New York
$15.6M +$1.57M +8,571 +11%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$15M +$3.32M +18,172 +28%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$14.4M -$10.2M -56,018 -41%
FNBOO
121
First National Bank of Omaha
Nebraska
$14.4M -$181K -991 -1%
VCM
122
Vigilant Capital Management
Maine
$14.3M +$601K +3,290 +4%
Victory Capital Management
123
Victory Capital Management
Texas
$14.2M +$101K +553 +0.7%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$14M +$1.24M +6,775 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14M +$12.7M +69,202 +938%
3 4
5
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