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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 %
CAM
251
Cidel Asset Management
Ontario, Canada
$2.44M -$371K -2,768 -13%
MML Investors Services
252
MML Investors Services
Massachusetts
$2.43M +$167K +1,242 +7%
Creative Planning
253
Creative Planning
Kansas
$2.39M +$139K +1,038 +6%
M&T Bank
254
M&T Bank
New York
$2.38M -$31K -231 -1%
YCM
255
Yousif Capital Management
Michigan
$2.36M +$57.9K +432 +3%
LRIC
256
Long Road Investment Counsel
Michigan
$2.34M -$67.1K -500 -3%
Mariner
257
Mariner
Kansas
$2.32M -$376K -2,801 -14%
Comerica Bank
258
Comerica Bank
Texas
$2.28M -$34.3K -236 -1%
TPSF
259
Texas Permanent School Fund
Texas
$2.28M +$71.9K +536 +3%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$2.28M +$172K +1,283 +8%
AQR Capital Management
261
AQR Capital Management
Connecticut
$2.27M +$22.4K +167 +1%
MOACM
262
Mutual of America Capital Management
New York
$2.25M +$77.3K +576 +4%
GAM
263
Gotham Asset Management
New York
$2.25M -$559K -4,165 -20%
EGM
264
Engineers Gate Manager
New York
$2.23M +$1.04M +7,749 +87%
GIA
265
Gateway Investment Advisers
Ohio
$2.23M +$5.9K +44 +0.3%
SWM
266
Sugarloaf Wealth Management
Georgia
$2.23M +$130K +972 +6%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$2.21M -$1.93M -14,397 -47%
HighTower Advisors
268
HighTower Advisors
Illinois
$2.2M -$47.7K -356 -2%
SEM
269
Suncoast Equity Management
Florida
$2.19M +$169K +1,260 +8%
Allianz Asset Management
270
Allianz Asset Management
Germany
$2.16M -$722K -5,386 -25%
Aviva
271
Aviva
United Kingdom
$2.12M -$2.45M -18,264 -54%
FIM
272
Fruth Investment Management
Texas
$2.11M -$408K -3,040 -16%
ASN
273
Advisory Services Network
Georgia
$2.08M -$57.4K -428 -3%
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
$2.05M +$2.02M +15,055 +7,169%
FNT
275
First National Trust
Pennsylvania
$2.05M -$134 -1 -0%
9 10
11
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