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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 %
American Century Companies
351
American Century Companies
Missouri
$1.27M +$123K +788 +11%
BAM
352
Boyar Asset Management
New York
$1.26M – – –
AIM
353
Achmea Investment Management
Netherlands
$1.22M -$492K -3,161 -29%
KAS
354
Kestra Advisory Services
Texas
$1.22M -$338K -2,169 -22%
AI
355
AdvisorShares Investments
Maryland
$1.21M +$102K +653 +9%
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$1.2M -$262K -1,683 -18%
TFA
357
Teamwork Financial Advisors
Texas
$1.19M -$239K -1,534 -17%
PP
358
Pegasus Partners
Wisconsin
$1.16M -$11.5K -74 -1%
KRS
359
Kentucky Retirement Systems
Kentucky
$1.16M +$60.1K +386 +5%
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$1.15M +$15.5K +100 +1%
RC
361
RegentAtlantic Capital
New Jersey
$1.15M +$7.94K +51 +0.7%
ZB
362
Zions Bancorporation
Utah
$1.15M +$147K +945 +15%
SFCL
363
Strengthening Families & Communities LLC
Massachusetts
$1.14M +$183K +1,174 +19%
HFS
364
Hantz Financial Services
Michigan
$1.11M -$5.29M -33,931 -83%
CWM
365
CIBC World Markets
New York
$1.11M +$459K +2,946 +71%
MLICM
366
Metropolitan Life Insurance Company (MetLife)
New York
$1.11M -$1.71M -10,991 -61%
FIM
367
Freedom Investment Management
Connecticut
$1.09M -$112K -721 -9%
KNW
368
Kesler Norman & Wride
Utah
$1.08M +$2.18K +14 +0.2%
AWM
369
Altium Wealth Management
New York
$1.08M – – –
APWM
370
Atlas Private Wealth Management
New York
$1.07M +$232K +1,490 +28%
TFP
371
Tilia Fiduciary Partners
North Carolina
$1.06M +$11.8K +76 +1%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$1.05M -$46.7K -300 -4%
ACM
373
AlphaCrest Capital Management
New York
$1.05M -$512K -3,289 -33%
CIM
374
Caldwell Investment Management
Ontario, Canada
$1.04M -$1.56M -10,000 -60%
WF
375
Welch & Forbes
Massachusetts
$1.04M – – –
13 14
15
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