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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
$945M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$299M
3
BlackRock
BlackRock
New York
$1.43B
4
Citadel Advisors
Citadel Advisors
Florida
$61.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.91B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$422M
2
Norges Bank
Norges Bank
Norway
$8.55M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Parnassus Investments
Parnassus Investments
California
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$108M -$5.28M -39,372 -5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$99.3M +$7.44M +55,463 +8%
Bank of America
28
Bank of America
North Carolina
$98M +$2.37M +17,637 +2%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$90.6M -$1.8M -13,404 -2%
First Trust Advisors
30
First Trust Advisors
Illinois
$87.8M +$20.3M +151,540 +30%
UBS AM
31
UBS AM
Illinois
$84M +$852K +6,355 +1%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$82.2M +$3.02M +22,512 +4%
Charles Schwab
33
Charles Schwab
California
$81.7M +$1.91M +14,210 +2%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$81.3M +$2.26M +16,832 +3%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$71.9M -$9.31M -69,401 -11%
AllianceBernstein
36
AllianceBernstein
Tennessee
$68.6M -$4.2M -31,330 -6%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$64.9M -$7.72M -57,557 -11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$64M -$4.18M -31,182 -6%
Citadel Advisors
39
Citadel Advisors
Florida
$61.8M +$45.7M +340,701 +284%
RG
40
Rathbones Group
United Kingdom
$58.4M – – –
Goldman Sachs
41
Goldman Sachs
New York
$53.3M -$12.3M -91,802 -19%
ACA
42
Anchor Capital Advisors
Massachusetts
$52.3M -$14.5M -108,349 -22%
BFM
43
Boston Financial Management
Massachusetts
$52.2M +$36.2K +270 +0.1%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$49.8M +$5.81M +43,299 +13%
Amundi
45
Amundi
France
$47.7M -$8.98M -62,560 -16%
ECM
46
Ensemble Capital Management
California
$46.5M +$4.18M +31,144 +10%
IIM
47
INTECH Investment Management
Florida
$45M -$5.23M -39,023 -10%
GKIM
48
GW&K Investment Management
Massachusetts
$40.1M -$412K -3,068 -1%
RJA
49
Raymond James & Associates
Florida
$39.7M -$50.3K -375 -0.1%
FAM
50
Fenimore Asset Management
New York
$39.5M +$116K +867 +0.3%
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