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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 %
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M -$361K -2,691 -24%
GWANC
352
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.13M +$25.4K +188 +2%
SFCL
353
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$19.7K +147 +2%
TI
354
Tidal Investments
Wisconsin
$1.12M +$804K +5,994 +251%
AC
355
Allstate Corporation
Illinois
$1.12M +$19.9K +148 +2%
AIM
356
Allstate Investment Management
Illinois
$1.12M +$1.12M +8,345 New
MYIA
357
Mount Yale Investment Advisors
Colorado
$1.09M -$85.8K -640 -7%
MHC
358
Meyer Handelman Company
New York
$1.07M +$50.3K +375 +5%
Arrowstreet Capital
359
Arrowstreet Capital
Massachusetts
$1.07M +$829K +6,180 +349%
QT
360
Quantbot Technologies
New York
$1.06M +$1.06M +7,898 New
BAM
361
Boyar Asset Management
New York
$1.04M -$38.9K -290 -4%
IMRF
362
Illinois Municipal Retirement Fund
Illinois
$1.04M – – –
OA
363
Oxbow Advisors
Texas
$1.03M -$186K -1,385 -15%
FC
364
FORA Capital
Florida
$1.03M -$442K -3,294 -30%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$1.02M +$13.4K +100 +1%
TF
366
TIAA FSB
Florida
$1.02M +$147K +1,094 +17%
WF
367
Welch & Forbes
Massachusetts
$1.01M – – –
DAC
368
Dividend Assets Capital
South Carolina
$1.01M -$488K -3,641 -33%
TFP
369
Tilia Fiduciary Partners
North Carolina
$1M +$30.9K +230 +3%
FP
370
Fiduciary Planning
Florida
$997K +$24.4K +182 +3%
LTAS
371
Linden Thomas Advisory Services
North Carolina
$993K +$993K +7,402 New
PP
372
Prudential plc
United Kingdom
$987K +$565K +4,212 +134%
EAMA
373
EFG Asset Management (Americas)
Florida
$981K +$59.3K +442 +6%
AWM
374
AE Wealth Management
Kansas
$980K +$72K +537 +8%
ZB
375
Zions Bancorporation
Utah
$964K -$205K -1,525 -17%
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