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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 %
Teacher Retirement System of Texas
276
Teacher Retirement System of Texas
Texas
$2.05M -$217K -1,618 -10%
Mirae Asset Global Investments
277
Mirae Asset Global Investments
South Korea
$2.04M +$343K +2,554 +20%
JFG
278
Jefferies Financial Group
New York
$2M +$2M +14,898 New
Marshall Wace
279
Marshall Wace
United Kingdom
$1.95M -$5M -37,280 -72%
SLWA
280
San Luis Wealth Advisors
California
$1.95M +$1.95M +14,520 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$1.94M +$24.1K +180 +1%
CS
282
Candriam SCA
Luxembourg
$1.94M -$236K -1,762 -11%
SG Americas Securities
283
SG Americas Securities
New York
$1.89M +$1.44M +10,700 +314%
CNB
284
Czech National Bank
Czech Republic
$1.85M +$19K +142 +1%
OAM
285
Occidental Asset Management
California
$1.84M +$106K +788 +6%
JPMPWA
286
J.P. Morgan Private Wealth Advisors
California
$1.82M -$1.4M -10,465 -44%
SIA
287
Schechter Investment Advisors
Michigan
$1.82M +$211K +1,576 +13%
OAM
288
Oppenheimer Asset Management
New York
$1.79M +$102K +761 +6%
WT
289
Whittier Trust
California
$1.79M +$121K +899 +7%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$1.79M – – –
KAS
291
Kestra Advisory Services
Texas
$1.78M +$191K +1,424 +12%
SPIA
292
Steward Partners Investment Advisory
New York
$1.75M +$36.1K +269 +2%
SWP
293
Stratos Wealth Partners
Ohio
$1.75M -$2.15K -16 -0.1%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$1.75M +$48K +358 +3%
Millennium Management
295
Millennium Management
New York
$1.75M -$21.3M -158,714 -92%
RMSCM
296
R.M. Sincerbeaux Capital Management
New York
$1.73M – – –
PI
297
PGGM Investments
Netherlands
$1.73M -$230K -1,716 -12%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$1.72M -$61.7K -460 -3%
PGAM
299
Princeton Global Asset Management
New Jersey
$1.72M -$1.21K -9 -0.1%
SFI
300
Siemens Fonds Invest
Germany
$1.7M -$53.5K -399 -3%
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