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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$7.48M +$202K +1,402 +3%
Marshall Wace
152
Marshall Wace
United Kingdom
$7.48M +$7.48M +51,839 New
VCM
153
Vision Capital Management
Oregon
$7.48M -$878K -6,080 -10%
FAF
154
Fjarde Ap-fonden
Sweden
$7.48M – – –
MFAM
155
Motley Fool Asset Management
Virginia
$7.34M -$179K -1,242 -2%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$7.22M -$141K -976 -2%
Adage Capital Partners
157
Adage Capital Partners
Massachusetts
$7.13M -$10.5M -72,700 -60%
William Blair & Company
158
William Blair & Company
Illinois
$6.91M +$461K +3,197 +7%
CJL
159
Cyrus J. Lawrence
New York
$6.86M -$99.9K -692 -1%
PAMS
160
Pictet Asset Management (Switzerland)
Switzerland
$6.83M -$80K -554 -1%
AIMC
161
Alley Investment Management Company
Illinois
$6.83M -$40K -277 -0.6%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.82M – – –
US Bancorp
163
US Bancorp
Minnesota
$6.74M -$50.4K -349 -0.7%
Osaic Holdings
164
Osaic Holdings
Arizona
$6.58M -$1.71M -11,834 -21%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$6.42M +$9.1K +63 +0.1%
IAA
166
Independent Advisor Alliance
North Carolina
$6.35M +$433 +3 +0%
HPIA
167
Hamilton Point Investment Advisors
North Carolina
$6.31M +$14.8K +102 +0.2%
AC
168
Addenda Capital
Quebec, Canada
$6.26M -$618K -4,262 -9%
MGWM
169
Marks Group Wealth Management
Minnesota
$6.23M +$62.3K +432 +1%
MCG
170
McCollum Christoferson Group
New York
$6.16M -$74.9K -519 -1%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$6.13M +$201K +1,395 +3%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$6.08M +$634K +4,391 +12%
Voloridge Investment Management
173
Voloridge Investment Management
Florida
$6.01M +$6.01M +41,665 New
SMP
174
Santa Monica Partners
Florida
$5.89M – – –
Aberdeen Group
175
Aberdeen Group
United Kingdom
$5.81M +$281K +1,950 +5%
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7
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