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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$468M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$148M
3
State Street
State Street
Massachusetts
$664M
4
Wells Fargo
Wells Fargo
California
$198M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$10.1M +$83.8K +588 +0.8%
CWM
127
Congress Wealth Management
Massachusetts
$9.99M +$5.13K +36 +0.1%
MSV
128
MN Services Vermogensbeheer
Netherlands
$9.78M -$2.15M -15,100 -18%
Mitsubishi UFJ Asset Management
129
Mitsubishi UFJ Asset Management
Japan
$9.77M +$815K +5,714 +9%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$9.63M +$271K +1,904 +3%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.59M -$144K -1,013 -1%
RT
132
Rockland Trust
Massachusetts
$9.54M +$1.56M +10,965 +20%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$9.46M -$6.53M -45,839 -41%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$9.28M -$644K -4,516 -6%
Stifel Financial
135
Stifel Financial
Missouri
$9.26M -$314K -2,201 -3%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$9.26M +$491K +3,446 +6%
CG
137
Colony Group
Massachusetts
$9.19M -$52.2K -366 -0.6%
MCM
138
McRae Capital Management
New Jersey
$9.11M -$119K -834 -1%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$8.79M – – –
Holocene Advisors
140
Holocene Advisors
New York
$8.78M +$2.39M +16,772 +37%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.36M -$283K -1,984 -3%
VCM
142
Vision Capital Management
Oregon
$8.26M +$105K +739 +1%
ACA
143
Aptus Capital Advisors
Alabama
$8.2M +$967K +6,772 +13%
Osaic Holdings
144
Osaic Holdings
Arizona
$8.18M +$383K +2,681 +5%
Citadel Advisors
145
Citadel Advisors
Florida
$8.03M -$9.56M -67,038 -54%
FNBT
146
FineMark National Bank & Trust
Florida
$8.03M -$15.4K -108 -0.2%
1C
147
1623 Capital
Virginia
$8.03M +$1.33M +9,300 +20%
MNG
148
Manning & Napier Group
New York
$8.02M -$785K -5,508 -9%
CAC
149
Core Alternative Capital
Georgia
$7.94M +$1.37M +9,631 +21%
Asset Management One
150
Asset Management One
Japan
$7.89M -$543K -3,809 -6%
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