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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 %
TCM
326
Tributary Capital Management
Nebraska
$1.63M -$540K -3,469 -25%
Mirae Asset Global Investments
327
Mirae Asset Global Investments
South Korea
$1.59M +$1.59M +10,176 New
AWM
328
AE Wealth Management
Kansas
$1.53M -$278K -1,784 -15%
DIA
329
Dean Investment Associates
Ohio
$1.53M +$111K +714 +8%
SMDAM
330
Sumitomo Mitsui DS Asset Management
Japan
$1.52M +$4.05K +26 +0.3%
SM
331
Sciencast Management
New Jersey
$1.52M +$1.06M +6,704 +233%
WBC
332
Westpac Banking Corp
Australia
$1.51M – – –
SIA
333
Schechter Investment Advisors
Michigan
$1.5M +$7.17K +46 +0.5%
SAM
334
Securian Asset Management
Minnesota
$1.49M – – –
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$1.48M -$5.07M -32,097 -77%
SAM
336
Silvercrest Asset Management
New York
$1.47M – – –
OPERF
337
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$17K -109 -1%
NIC
338
Northwest Investment Counselors
Oregon
$1.44M -$19.5K -125 -1%
AWM
339
Accurate Wealth Management
Florida
$1.42M +$1.1M +7,061 +347%
SFG
340
SNS Financial Group
Minnesota
$1.41M +$18.8K +121 +1%
MYAM
341
Meiji Yasuda Asset Management
Japan
$1.4M -$21.8K -140 -2%
RC
342
Roundview Capital
New Jersey
$1.38M +$80.5K +517 +6%
MSRPS
343
Maryland State Retirement & Pension System
Maryland
$1.36M – – –
ETI
344
Enterprise Trust & Investment
California
$1.36M +$467K +3,000 +53%
VI
345
Vestcor Inc
New Brunswick, Canada
$1.35M -$1.79M -11,498 -57%
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$1.34M +$5.92K +38 +0.4%
FL
347
Fort LP
Maryland
$1.34M -$69.7K -448 -5%
Swedbank
348
Swedbank
Sweden
$1.32M – – –
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$1.31M -$334K -2,144 -20%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M -$55.4K -356 -4%
12 13
14
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