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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 %
AB
201
Amalgamated Bank
New York
$4.57M +$12.8K +89 +0.3%
MC
202
Middleton & Co
Massachusetts
$4.48M -$708K -4,908 -14%
NG
203
Northstar Group
New York
$4.47M +$11.3K +78 +0.3%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$4.46M +$2.03M +14,049 +83%
ACA
205
Aptus Capital Advisors
Alabama
$4.43M -$3.89M -26,830 -47%
APF
206
Alaska Permanent Fund
Alaska
$4.39M +$1.19M +8,242 +37%
IFAM
207
Institutional & Family Asset Management
Colorado
$4.32M +$399K +2,763 +10%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$4.26M -$675K -4,676 -14%
AP
209
Appleton Partners
Massachusetts
$4.19M +$160K +1,109 +4%
Brown Advisory
210
Brown Advisory
Maryland
$4.17M +$1.88K +13 +0%
GLA
211
Great Lakes Advisors
Illinois
$4.16M -$517K -3,580 -11%
GT
212
Greenleaf Trust
Michigan
$4.14M -$91.1K -631 -2%
PAM
213
Panagora Asset Management
Massachusetts
$4.13M +$852K +5,901 +26%
HF
214
HRT Financial
New York
$4M +$4M +27,691 New
LOAME
215
Lombard Odier Asset Management (Europe)
United Kingdom
$3.97M -$1.44M -10,000 -27%
Jane Street
216
Jane Street
New York
$3.97M +$3.97M +27,501 New
Nomura Asset Management
217
Nomura Asset Management
Japan
$3.96M +$146K +1,013 +4%
CFB
218
Cullen/Frost Bankers
Texas
$3.81M +$866 +6 +0%
II
219
IFM Investors
Australia
$3.55M +$858K +5,945 +32%
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$3.53M -$27.1K -188 -0.8%
X
221
Xponance
Pennsylvania
$3.47M +$216K +1,494 +7%
JPMPWA
222
J.P. Morgan Private Wealth Advisors
California
$3.47M +$124K +862 +4%
TAF
223
Tredje AP-fonden
Sweden
$3.45M +$3.45M +23,907 New
SEI Investments
224
SEI Investments
Pennsylvania
$3.43M -$12K -83 -0.3%
PCM
225
Parsons Capital Management
Rhode Island
$3.41M -$28.7K -199 -0.8%
7 8
9
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