BR icon

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 %
WA
501
WealthTrust Axiom
Pennsylvania
$360K – – –
SB
502
Simmons Bank
Arkansas
$352K -$1.88K -14 -0.5%
P
503
Pitcairn
Pennsylvania
$346K -$1.21K -9 -0.3%
MOS
504
MGO One Seven
Ohio
$337K +$53.9K +402 +19%
QCM
505
Qsemble Capital Management
New York
$335K +$335K +2,500 New
PWMG
506
Prestige Wealth Management Group
New Jersey
$334K -$1.75K -13 -0.5%
SPC
507
Sigma Planning Corp
Michigan
$333K -$84.3K -628 -20%
CA
508
Cetera Advisors
Colorado
$332K +$85.2K +635 +35%
FA
509
FDx Advisors
Illinois
$328K -$121K -901 -27%
AC
510
Avestar Capital
New York
$328K -$90.2K -669 -22%
MGP
511
Metis Global Partners
California
$327K +$95.4K +711 +41%
VFA
512
Voya Financial Advisors
Connecticut
$327K +$44.3K +324 +16%
LNC
513
Lincoln National Corp
Pennsylvania
$326K +$326K +2,431 New
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$326K -$93.2K -695 -22%
CPA
515
Court Place Advisors
Maryland
$325K – – –
XT
516
XTX Topco
Cayman Islands
$320K -$426K -3,179 -57%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$318K +$29.9K +223 +10%
SSG
518
Summit Securities Group
New York
$317K +$317K +2,364 New
CT
519
Cambridge Trust
Massachusetts
$315K -$18.4K -137 -6%
RMC
520
Resources Management Corp
Connecticut
$314K -$40.3K -300 -11%
ATC
521
Argent Trust Co
Tennessee
$313K -$63.8K -476 -17%
CTC
522
Central Trust Company
Missouri
$313K -$5.9K -44 -2%
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$310K +$9.05K +44 +3%
SYBT
524
Stock Yards Bank & Trust
Kentucky
$308K – – –
SIA
525
Schear Investment Advisers
Ohio
$307K +$307K +2,287 New
19 20
21
22 23