Broadridge
784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.
13% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 79
3% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 272
1% less funds holding
Funds holding: 790 → 784 (-6)
2.39% less ownership
Funds ownership: 90.58% → 88.18% (-2.4%)
10% less capital invested
Capital invested by funds: $15.4B → $13.8B (-$1.6B)
23% less call options, than puts
Call options by funds: $8.65M | Put options by funds: $11.3M
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$291M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$146M |
| 3 |
BlackRock
New York
|
+$113M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$48.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.2M |
Top Sellers
BR Hedge Fund Activity: Q4 2022 in Review
784 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2022, worth a combined $13.8B — down 10% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BR positions and 79 closed out — a net gain of 10 holders — while 280 added to existing stakes and 272 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Janus Henderson Group, cutting an estimated $436M.
- 784 institutional investors held Broadridge (BR) as of Q4 2022, down from 790 in Q3 2022.
- Funds reported $13.8B of Broadridge stock for Q4 2022, down 10% quarter-over-quarter.
- 89 funds opened new Broadridge positions in Q4 2022 and 79 closed out, a net change of +10 holders.
- The largest Broadridge buyer in Q4 2022 was Morgan Stanley, an estimated $291M added.
- The largest Broadridge seller in Q4 2022 was Janus Henderson Group, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2022.