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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
+$67.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$32.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.1M
5
ECM
Ensemble Capital Management
California
+$21.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.3M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$22.7M
3
State Street
State Street
Massachusetts
-$16.7M
4
Wells Fargo
Wells Fargo
California
-$14.8M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMP
176
Santa Monica Partners
Florida
$5.82M – – –
MCM
177
Mattern Capital Management
Colorado
$5.81M +$326K +2,290 +6%
ProShare Advisors
178
ProShare Advisors
Maryland
$5.67M -$1.38M -9,699 -20%
Retirement Systems of Alabama
179
Retirement Systems of Alabama
Alabama
$5.54M +$24.7K +173 +0.4%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$5.49M +$471K +3,304 +9%
Aberdeen Group
181
Aberdeen Group
United Kingdom
$5.48M +$541K +3,784 +11%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$5.41M -$343K -2,396 -6%
LOAME
183
Lombard Odier Asset Management (Europe)
United Kingdom
$5.35M +$5.35M +37,500 New
OBGC
184
O'Brien Greene & Co
Pennsylvania
$5.18M +$56.5K +396 +1%
BA
185
Bridgewater Associates
Connecticut
$5.16M +$1.4M +9,834 +37%
MC
186
Middleton & Co
Massachusetts
$5.13M -$133K -930 -3%
MIM
187
MetLife Investment Management
New Jersey
$5.12M -$77K -540 -1%
BMM
188
Buffington Mohr McNeal
Idaho
$5.05M +$183K +1,287 +4%
GIA
189
GHP Investment Advisors
Colorado
$5.01M +$138K +970 +3%
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$4.92M +$1.41M +9,800 +40%
DILIC
191
Dai-ichi Life Insurance Company
Japan
$4.89M -$2.69M -18,843 -35%
AMM
192
American Money Management
California
$4.89M +$226K +1,585 +5%
AIG
193
American International Group
New York
$4.82M -$159K -1,115 -3%
FRAF
194
Första AP-fonden
Sweden
$4.68M -$2.35M -16,500 -33%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$4.67M -$775K -5,436 -14%
ASRS
196
Arizona State Retirement System
Arizona
$4.65M +$20K +140 +0.4%
GLA
197
Great Lakes Advisors
Illinois
$4.62M +$750K +5,262 +19%
PKC
198
Palmer Knight Company
Florida
$4.53M -$39.8K -279 -0.9%
SOMRS
199
State of Michigan Retirement System
Michigan
$4.51M +$314K +2,200 +7%
AB
200
Amalgamated Bank
New York
$4.5M -$399K -2,802 -8%
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