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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 %
GWANC
476
Guardian Wealth Advisors (North Carolina)
North Carolina
$473K +$31.9K +204 +7%
ATC
477
Argent Trust Co
Tennessee
$469K – – –
CSS
478
Cubist Systematic Strategies
Connecticut
$462K -$429K -2,761 -48%
SPC
479
Sigma Planning Corp
Michigan
$462K +$39.3K +252 +9%
PSUF
480
People's United Financial
Connecticut
$460K -$174K -1,116 -27%
BFS
481
Bradley Foster & Sargent
Connecticut
$459K +$52.2K +335 +13%
EI
482
Ethic Inc
New York
$456K +$151K +967 +49%
TMAM
483
Tokio Marine Asset Management
Japan
$448K +$98.2K +630 +28%
SWM
484
Spire Wealth Management
Virginia
$443K -$535K -3,430 -55%
AC
485
Avestar Capital
New York
$439K +$41.2K +263 +10%
RMC
486
Resources Management Corp
Connecticut
$432K +$34.2K +220 +9%
PWAG
487
Polaris Wealth Advisory Group
California
$430K – – –
CT
488
Chicago Trust
Illinois
$426K +$32.4K +208 +8%
BF
489
BOK Financial
Oklahoma
$421K +$41.9K +269 +11%
PP
490
Paloma Partners
Connecticut
$420K +$46.7K +300 +13%
WA
491
WealthTrust Axiom
Pennsylvania
$417K – – –
MMPW
492
Mitchell McLeod Pugh & Williams
Alabama
$415K -$3.11K -20 -0.7%
AAS
493
Avantax Advisory Services
Texas
$408K -$2.03K -13 -0.5%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$408K +$86.8K +557 +27%
CTC
495
Central Trust Company
Missouri
$407K -$2.03K -13 -0.5%
VAS
496
Vestmark Advisory Solutions
Massachusetts
$407K +$7.16K +46 +2%
P
497
Pitcairn
Pennsylvania
$405K -$933 -6 -0.2%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$404K -$2.65K -17 -0.7%
VF
499
Virtu Financial
New York
$400K -$84K -539 -17%
QC
500
Quent Capital
New York
$396K +$7.33K +47 +2%
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