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Broadridge
BR

Overview Fund Activity

759 hedge funds and large institutions have $14.6B invested in Broadridge in 2022 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 280 increasing their positions, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-13
Holders Change %
-1.68%
% of All Funds
12.83%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
60
Increased
280
Reduced
264
Closed
62
Calls
$6.05M
Puts
$4.9M
Net Calls
+$1.14M
Net Calls Change
+$1.14M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$704M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$62.7M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$87.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.98B
5
ECM
5
Ensemble Capital Management
California
$53.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$148M
3
State Street
3
State Street
Massachusetts
$664M
4
Wells Fargo
4
Wells Fargo
California
$198M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$15M -$67.4K -470 -0.4%
CW
102
Connectus Wealth
Ohio
$14.8M -$25.2K -177 -0.2%
WDA
103
Wendell David Associates
New Hampshire
$14.6M +$210K +1,476 +1%
Truist Financial
104
Truist Financial
North Carolina
$14.6M -$1.57M -11,045 -10%
UBS Group
105
UBS Group
Switzerland
$14.6M -$5.48M -38,447 -27%
FNBOO
106
First National Bank of Omaha
Nebraska
$13.5M +$306K +2,147 +2%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$12.9M +$214K +1,498 +2%
WPI
108
Walter Public Investments
Canada
$12.9M +$1.53M +9,816 +13%
Diamond Hill Capital Management
109
Diamond Hill Capital Management
Ohio
$12.9M +$17.8K +125 +0.1%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$12.7M +$82.4K +578 +0.7%
KLWA
111
Kelly Lawrence W & Associates
California
$12.7M -$952K -6,675 -7%
AAM
112
Advisors Asset Management
Colorado
$12.3M -$708K -4,968 -5%
Victory Capital Management
113
Victory Capital Management
Texas
$12.3M +$171K +1,198 +1%
PI
114
PineBridge Investments
New York
$12.2M +$688K +4,825 +6%
VCM
115
Vigilant Capital Management
Maine
$12.2M +$695K +4,874 +6%
Axa
116
Axa
France
$11.7M -$191K -1,339 -2%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$11.6M -$2.22M -15,516 -16%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$1.21M -8,493 -10%
Citigroup
119
Citigroup
New York
$11.3M -$3.3M -23,184 -23%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$11.2M +$8.54M +59,873 +320%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$11M +$176K +1,238 +2%
SAM
122
Southernsun Asset Management
Tennessee
$10.8M +$1.76M +12,380 +20%
WT
123
Washington Trust
Rhode Island
$10.4M +$114K +799 +1%
FBB
124
Fulton Breakefield Broenniman
Maryland
$10.4M -$101K -707 -1%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$10.4M -$1.04M -7,277 -9%
3 4
5
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