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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
+$173M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$86.4M
3
Parnassus Investments
Parnassus Investments
California
+$59.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$26.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$133M
2
BGCP
Bristol Gate Capital Partners
Ontario, Canada
-$98.6M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$58.5M
4
Invesco
Invesco
Georgia
-$56.9M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
276
M&T Bank
New York
$2.39M -$175K -1,121 -7%
BPM
277
Bowling Portfolio Management
Ohio
$2.36M -$13.2K -85 -0.6%
TPSF
278
Texas Permanent School Fund
Texas
$2.36M -$145K -934 -6%
CI
279
Ceera Investments
Texas
$2.36M -$6.23K -40 -0.3%
TC
280
TownSquare Capital
Utah
$2.32M -$1.47M -9,423 -39%
HSA
281
HBK Sorce Advisory
Pennsylvania
$2.29M +$224K +1,441 +11%
Mariner
282
Mariner
Kansas
$2.25M +$566K +3,637 +34%
Handelsbanken Fonder
283
Handelsbanken Fonder
Sweden
$2.25M -$935K -6,006 -29%
PA
284
PFG Advisors
Arizona
$2.22M -$432K -2,776 -16%
PAG
285
Private Advisor Group
New Jersey
$2.22M +$112K +716 +5%
ESCM
286
Echo Street Capital Management
New York
$2.18M +$537K +3,452 +33%
SWP
287
Stratos Wealth Partners
Ohio
$2.18M +$71.5K +459 +3%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$2.17M -$93.1K -598 -4%
SWM
289
Sugarloaf Wealth Management
Georgia
$2.16M +$226K +1,436 +12%
BCM
290
Buckhead Capital Management
Georgia
$2.14M -$23.4K -150 -1%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$2.11M -$70.4K -452 -3%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$2.07M -$341K -2,189 -14%
SEI Investments
293
SEI Investments
Pennsylvania
$2.06M -$149K -988 -7%
MYIA
294
Mount Yale Investment Advisors
Colorado
$2.02M -$38.9K -250 -2%
RMSCM
295
R.M. Sincerbeaux Capital Management
New York
$2.01M – – –
CGH
296
Crossmark Global Holdings
Texas
$2M +$123K +788 +7%
Allianz Asset Management
297
Allianz Asset Management
Germany
$1.98M +$232K +1,487 +13%
SFI
298
Siemens Fonds Invest
Germany
$1.97M +$45.5K +292 +2%
CCA
299
Catalyst Capital Advisors
New York
$1.96M – – –
AI
300
Atria Investments
North Carolina
$1.96M +$202K +1,297 +12%
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