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Broadridge
BR

Overview Fund Activity

780 hedge funds and large institutions have $13.7B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 279 increasing their positions, 271 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
12.58%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
88
Increased
279
Reduced
271
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$275M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$138M
3
BlackRock
BlackRock
New York
+$107M
4
Citadel Advisors
Citadel Advisors
Florida
+$45.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$28.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$412M
2
Norges Bank
Norges Bank
Norway
-$130M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$36.5M
5
Parnassus Investments
Parnassus Investments
California
-$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
226
First Hawaiian Bank
Hawaii
$3.08M +$130K +970 +4%
BCM
227
Brown Capital Management
Maryland
$2.96M +$134 +1 +0%
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.91M +$184K +1,374 +7%
HT
229
HighTower Trust
Texas
$2.87M +$6.14K +46 +0.2%
GIM
230
Goelzer Investment Management
Indiana
$2.82M -$281K -2,095 -9%
SCA
231
Snowden Capital Advisors
New York
$2.81M +$778K +5,797 +38%
AIM
232
Achmea Investment Management
Netherlands
$2.8M +$1.84M +14,626 +191%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.79M +$1.11M +8,310 +66%
IB
234
Intrust Bank
Kansas
$2.79M -$36.9K -275 -1%
URS
235
Utah Retirement Systems
Utah
$2.78M -$26.8K -200 -1%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.67M +$368K +2,741 +16%
KPWS
237
Kestra Private Wealth Services
Texas
$2.66M +$17.6K +131 +0.7%
SEI Investments
238
SEI Investments
Pennsylvania
$2.66M -$522K -3,890 -16%
BCI
239
Brinker Capital Investments
Pennsylvania
$2.66M -$24.9K -186 -0.9%
BC
240
Burney Company
Virginia
$2.64M -$34.9K -260 -1%
GAM
241
Griffin Asset Management
New York
$2.61M -$26.6K -198 -1%
GIBU
242
Gulf International Bank (UK)
United Kingdom
$2.58M – – –
CWM
243
CIBC World Markets
New York
$2.58M +$1.35M +10,065 +110%
Rafferty Asset Management
244
Rafferty Asset Management
New York
$2.58M +$473K +3,529 +23%
NYLIM
245
New York Life Investment Management
New York
$2.56M +$94K +701 +4%
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$2.52M -$396K -2,951 -14%
TC
247
TownSquare Capital
Utah
$2.51M +$382K +2,851 +18%
CG
248
Cynosure Group
Utah
$2.5M -$86.8K -647 -3%
GAM
249
Garrison Asset Management
Arkansas
$2.48M -$8.99K -67 -0.4%
UIM
250
USS Investment Management
United Kingdom
$2.46M – – –
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