BR icon

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 %
BMCM
326
Bryn Mawr Capital Management
Pennsylvania
$1.34M +$1.34M +10,025 New
JWM
327
Jackson Wealth Management
Florida
$1.34M -$566K -4,218 -30%
Swedbank
328
Swedbank
Sweden
$1.33M – – –
WBC
329
Westpac Banking Corp
Australia
$1.32M +$12.3K +92 +0.9%
BFG
330
Bleakley Financial Group
New Jersey
$1.31M +$1.31M +9,757 New
KNW
331
Kesler Norman & Wride
Utah
$1.31M +$363K +2,708 +38%
SAM
332
Securian Asset Management
Minnesota
$1.3M – – –
CAN
333
Cetera Advisor Networks
California
$1.29M +$817K +6,093 +174%
PFO
334
Pathstone Family Office
New Jersey
$1.29M +$107K +1,022 +9%
AI
335
AdvisorShares Investments
Maryland
$1.28M +$261K +1,947 +26%
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$1.28M +$39.2K +292 +3%
SAM
337
Silvercrest Asset Management
New York
$1.27M – – –
Neuberger Berman Group
338
Neuberger Berman Group
New York
$1.24M -$1.48K -11 -0.1%
KRS
339
Kentucky Retirement Systems
Kentucky
$1.24M +$5.5K +41 +0.4%
Man Group
340
Man Group
United Kingdom
$1.23M +$101K +751 +9%
AI
341
Atria Investments
North Carolina
$1.23M -$183K -1,365 -13%
APWM
342
Atlas Private Wealth Management
New York
$1.22M +$196K +1,464 +19%
NIC
343
Northwest Investment Counselors
Oregon
$1.22M -$13.4K -100 -1%
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$1.22M +$11.3K +84 +0.9%
MSRPS
345
Maryland State Retirement & Pension System
Maryland
$1.21M – – –
SFG
346
SNS Financial Group
Minnesota
$1.18M -$62.8K -466 -5%
N
347
Natixis
France
$1.17M +$203K +1,516 +21%
PP
348
PDT Partners
New York
$1.17M +$93.8K +699 +9%
VI
349
Vestcor Inc
New Brunswick, Canada
$1.17M +$2.82K +21 +0.2%
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$1.15M -$2.82K -21 -0.2%
12 13
14
15 16