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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 %
NB
376
Norinchukin Bank
Japan
$961K -$217K -1,618 -18%
PP
377
Pegasus Partners
Wisconsin
$959K -$48.6K -362 -5%
Nordea Investment Management
378
Nordea Investment Management
Sweden
$957K – – –
LA
379
Legacy Advisors
Pennsylvania
$953K +$247K +1,831 +35%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$948K +$45.5K +339 +5%
MC
381
Montag & Caldwell
Georgia
$938K +$27K +201 +3%
API
382
Advisor Partners II
California
$935K +$40.4K +301 +5%
Cetera Investment Advisers
383
Cetera Investment Advisers
Illinois
$928K +$129K +958 +16%
S
384
Seeyond
France
$919K +$38.2K +285 +4%
SAM
385
Sompo Asset Management
Japan
$917K -$5.37K -40 -0.6%
BFO
386
Biltmore Family Office
North Carolina
$911K +$94.1K +697 +12%
PAS
387
Park Avenue Securities
New York
$899K -$21.5K -160 -2%
CFA
388
CWS Financial Advisors
Michigan
$897K +$72.6K +474 +9%
MLICM
389
Metropolitan Life Insurance Company (MetLife)
New York
$895K -$26.7K -199 -3%
BEI
390
Benjamin Edwards Inc
Missouri
$874K +$40.5K +302 +5%
CS
391
Cannell & Spears
New York
$866K – – –
PA
392
Pinnacle Associates
New York
$861K +$291K +2,169 +51%
WA
393
Wambolt & Associates
Colorado
$855K -$14.5K -108 -2%
HH
394
Hilltop Holdings
Texas
$828K +$4.69K +35 +0.6%
JCM
395
Jacobsen Capital Management
Utah
$824K -$89.5K -667 -10%
Thrivent Financial for Lutherans
396
Thrivent Financial for Lutherans
Minnesota
$821K +$150K +1,121 +22%
TH
397
TCTC Holdings
Texas
$795K – – –
DA
398
Duality Advisers
Florida
$786K +$786K +5,862 New
CIC
399
Crawford Investment Counsel
Georgia
$784K – – –
Cerity Partners
400
Cerity Partners
New York
$782K +$429K +3,193 +121%
14 15
16
17 18