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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$486M
2
CW
Connectus Wealth
Ohio
$14.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.7M
5
Amundi
Amundi
France
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$10.5M +$784K +5,433 +8%
WT
127
Washington Trust
Rhode Island
$10.5M -$74.9K -519 -0.7%
FBB
128
Fulton Breakefield Broenniman
Maryland
$10.4M -$138K -957 -1%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$10.4M +$114K +787 +1%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$10.4M -$175K -1,213 -2%
CWM
131
Congress Wealth Management
Massachusetts
$10.3M +$196K +1,360 +2%
Victory Capital Management
132
Victory Capital Management
Texas
$10.2M -$2.25M -15,590 -18%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$9.94M +$2.85M +19,775 +40%
Stifel Financial
134
Stifel Financial
Missouri
$9.93M +$551K +3,817 +6%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$9.75M -$1.36M -9,394 -12%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.74M +$32.6K +226 +0.3%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$9.64M +$271K +1,876 +3%
CGH
138
Crossmark Global Holdings
Texas
$9.55M +$7.75M +53,688 +431%
CG
139
Colony Group
Massachusetts
$9.34M +$35.6K +247 +0.4%
MSV
140
MN Services Vermogensbeheer
Netherlands
$9.21M -$693K -4,800 -7%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$9.18M +$278K +1,925 +3%
MCM
142
McRae Capital Management
New Jersey
$9.13M -$93.8K -650 -1%
Asset Management One
143
Asset Management One
Japan
$8.9M +$913K +6,323 +11%
1C
144
1623 Capital
Virginia
$8.62M +$491K +3,400 +6%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.55M +$84.7K +587 +1%
FNBT
146
FineMark National Bank & Trust
Florida
$8.07M -$61.5K -426 -0.8%
MNG
147
Manning & Napier Group
New York
$8M -$127K -877 -2%
Robeco Institutional Asset Management
148
Robeco Institutional Asset Management
Netherlands
$7.76M -$1.82M -12,608 -19%
LCM
149
Logan Capital Management
Pennsylvania
$7.75M -$9.81K -68 -0.1%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$7.65M +$184K +1,262 +2%
4 5
6
7 8