BR icon

Broadridge
BR

Overview Fund Activity

772 hedge funds and large institutions have $15.6B invested in Broadridge in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 291 increasing their positions, 276 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-43
Holders Change %
-5.28%
% of All Funds
12.22%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
61
Increased
291
Reduced
276
Closed
96
Calls
$10.9M
Puts
$10.9M
Net Calls
-$1K
Net Calls Change
-$6.75M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$695M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M
3
Parnassus Investments
Parnassus Investments
California
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$653M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$594M
2
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$0
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$586M
4
Invesco
Invesco
Georgia
$145M
5
State Street
State Street
Massachusetts
$743M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Griffin Asset Management
New York
$3.78M +$410K +2,632 +12%
Teacher Retirement System of Texas
227
Teacher Retirement System of Texas
Texas
$3.74M +$198K +1,273 +6%
BRCM
228
Bright Rock Capital Management
Massachusetts
$3.74M +$1.87M +12,000 +100%
PCM
229
Parsons Capital Management
Rhode Island
$3.73M -$45.3K -291 -1%
FHB
230
First Hawaiian Bank
Hawaii
$3.71M +$90.3K +580 +2%
SNB
231
Security National Bank
Nebraska
$3.68M +$125K +804 +4%
IB
232
Intrust Bank
Kansas
$3.61M -$175K -1,124 -5%
JPMPWA
233
J.P. Morgan Private Wealth Advisors
California
$3.56M +$85.7K +550 +2%
AAM
234
Aureus Asset Management
Massachusetts
$3.56M +$400K +2,570 +13%
TRCT
235
Tower Research Capital (TRC)
New York
$3.51M +$1.85M +11,875 +112%
PAM
236
Panagora Asset Management
Massachusetts
$3.49M +$1.16M +7,418 +50%
Man Group
237
Man Group
United Kingdom
$3.46M -$6.76M -43,402 -66%
BCM
238
Brown Capital Management
Maryland
$3.45M +$59.8K +384 +2%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$3.38M +$8.1K +52 +0.2%
SA
240
SRN Advisors
Pennsylvania
$3.33M -$619K -3,978 -16%
Fiera Capital (Canada)
241
Fiera Capital (Canada)
Quebec, Canada
$3.24M +$373K +2,395 +13%
Skandinaviska Enskilda Banken (SEB)
242
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.21M -$33K -212 -1%
SAM
243
Shell Asset Management
Netherlands
$3.21M -$28.3K -182 -0.9%
URS
244
Utah Retirement Systems
Utah
$3.21M -$62.3K -400 -2%
FIM
245
Fruth Investment Management
Texas
$3.19M -$165K -1,062 -5%
HT
246
HighTower Trust
Texas
$3.19M +$23.4K +150 +0.7%
CCMD
247
Cypress Capital Management (Delaware)
Delaware
$3.17M +$468K +3,005 +17%
BC
248
Burney Company
Virginia
$3.14M -$11.7K -75 -0.4%
X
249
Xponance
Pennsylvania
$3.1M +$26.2K +168 +0.9%
CG
250
Cynosure Group
Utah
$3.04M -$360K -2,311 -11%
8 9
10
11 12