Broadridge
790 hedge funds and large institutions have $14.9B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 259 increasing their positions, 286 reducing their positions, and 46 closing their positions.
384% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $4.57M
87% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 46
4% more funds holding
Funds holding: 761 → 790 (+29)
2% more capital invested
Capital invested by funds: $14.6B → $14.9B (+$293M)
0.31% more ownership
Funds ownership: 87.61% → 87.92% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
9% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 286
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$162M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$105M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$41.1M |
| 4 |
Millennium Management
New York
|
+$27.9M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$152M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$88M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.6M |
| 4 |
Amundi
Paris,
France
|
-$30.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$30.2M |
BR Hedge Fund Activity: Q3 2022 in Review
790 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2022, worth a combined $14.9B — up 2% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new BR positions and 46 closed out — a net gain of 40 holders — while 259 added to existing stakes and 286 trimmed.
The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $162M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.
- 790 institutional investors held Broadridge (BR) as of Q3 2022, up from 761 in Q2 2022.
- Funds reported $14.9B of Broadridge stock for Q3 2022, up 2% quarter-over-quarter.
- 86 funds opened new Broadridge positions in Q3 2022 and 46 closed out, a net change of +40 holders.
- The largest Broadridge buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $162M added.
- The largest Broadridge seller in Q3 2022 was T. Rowe Price Associates, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2022.