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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 %
TCM
476
Tributary Capital Management
Nebraska
$437K +$20.2K +151 +5%
KCFA
477
Key Client Fiduciary Advisors
New Jersey
$437K +$437K +3,257 New
BF
478
BOK Financial
Oklahoma
$436K +$31.5K +235 +8%
GA
479
Gateway Advisory
New Jersey
$432K – – –
WFA
480
Websterrogers Financial Advisors
South Carolina
$431K – – –
UCFA
481
United Capital Financial Advisors
Texas
$430K -$105K -780 -20%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$429K +$222K +1,654 +107%
NW
483
NewEdge Wealth
Pennsylvania
$426K +$13.7K +102 +3%
SWK
484
Stephen W. Kidder
$409K +$409K +3,050 New
FB
485
Fulton Bank
Pennsylvania
$408K +$72.8K +543 +22%
FIM
486
Freedom Investment Management
Connecticut
$407K -$282K -2,103 -41%
TPCW
487
TD Private Client Wealth
New York
$404K -$14.5K -108 -3%
EF
488
Empirical Finance
Pennsylvania
$398K +$33.1K +247 +9%
PWAG
489
Polaris Wealth Advisory Group
California
$389K – – –
BFS
490
Bradley Foster & Sargent
Connecticut
$387K – – –
FTDI
491
First Trust Direct Indexing
Massachusetts
$386K +$33.3K +248 +9%
BFA
492
Beaumont Financial Advisors
Massachusetts
$386K -$1.07K -8 -0.3%
IC
493
IEQ Capital
California
$382K -$106K -792 -22%
BRWA
494
B. Riley Wealth Advisors
Florida
$377K -$169K -1,254 -31%
AAM
495
AMI Asset Management
California
$376K +$70.8K +527 +23%
ONB
496
Old National Bancorp
Indiana
$368K +$15.1K +113 +4%
CT
497
Chicago Trust
Illinois
$366K – – –
PAG
498
Private Advisor Group
New Jersey
$364K -$53.5K -679 -13%
AFG
499
Albion Financial Group
Utah
$364K -$1.34K -10 -0.4%
FRM
500
Fox Run Management
Connecticut
$362K +$362K +2,701 New
18 19
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