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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 %
Nordea Investment Management
376
Nordea Investment Management
Sweden
$1.04M – – –
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$218K -1,397 -17%
MCM
378
MAI Capital Management
Ohio
$1.02M +$62.6K +402 +7%
HH
379
Hilltop Holdings
Texas
$1.01M +$14.5K +93 +1%
WA
380
Wambolt & Associates
Colorado
$1.01M -$272K -1,739 -21%
VT
381
Vise Technologies
New York
$1.01M -$944K -6,068 -48%
CS
382
Cannell & Spears
New York
$1.01M – – –
EC
383
Estate Counselors
Wisconsin
$995K – – –
MC
384
Montag & Caldwell
Georgia
$989K – – –
Thrivent Financial for Lutherans
385
Thrivent Financial for Lutherans
Minnesota
$976K -$4.69M -30,098 -83%
EAMA
386
EFG Asset Management (Americas)
Florida
$962K +$23K +148 +2%
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$956K +$23.8K +153 +3%
BEI
388
Benjamin Edwards Inc
Missouri
$955K +$124K +795 +15%
PAS
389
Park Avenue Securities
New York
$954K +$111K +710 +13%
BFO
390
Biltmore Family Office
North Carolina
$946K – – –
FP
391
Fiduciary Planning
Florida
$945K +$159K +1,023 +20%
CIC
392
Crawford Investment Counsel
Georgia
$944K – – –
TH
393
TCTC Holdings
Texas
$923K – – –
CS
394
Candriam SCA
Luxembourg
$921K +$110K +709 +14%
CFA
395
CWS Financial Advisors
Michigan
$913K – – –
AIL
396
AGF Investments LLC
Ontario, Canada
$911K +$206K +1,321 +29%
VPIM
397
Vanguard Personalized Indexing Management
California
$882K +$124K +799 +16%
SC
398
Sepio Capital
Utah
$875K -$122K -783 -12%
APA
399
American Portfolios Advisors
New York
$855K -$1.13M -7,232 -57%
SAM
400
Sompo Asset Management
Japan
$847K -$21.8K -140 -3%
14 15
16
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