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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 %
EOJOAM
526
E. Ohman J:or Asset Management
Sweden
$327K +$327K +2,100 New
LAM
527
LifePro Asset Management
California
$318K – – –
CI
528
Cigna Investments
Connecticut
$317K -$96.5K -620 -23%
BCV
529
Banque Cantonale Vaudoise
Switzerland
$317K – – –
IC
530
IEQ Capital
California
$311K -$87.3K -561 -22%
CSIA
531
Carl Stuart Investment Advisor
Texas
$310K +$310K +199 New
Lido Advisors
532
Lido Advisors
California
$309K -$55K -354 -15%
PFO
533
Pathstone Family Office
New Jersey
$304K -$15.7K -97 -5%
CA
534
Cetera Advisors
Colorado
$304K +$304K +1,951 New
TCBWMS
535
Texas Capital Bank Wealth Management Services
Texas
$303K -$3.74K -24 -1%
IA
536
IndexIQ Advisors
New York
$301K +$311 +2 +0.1%
BPA
537
Beacon Pointe Advisors
California
$301K +$301K +1,932 New
CWC
538
Carolinas Wealth Consulting
North Carolina
$298K -$15.6K -100 -5%
SPA
539
Shore Point Advisors
New Jersey
$292K -$215K -1,380 -42%
RCM
540
Radnor Capital Management
Pennsylvania
$292K – – –
MFG
541
Menard Financial Group
Texas
$287K -$37.3K -239 -11%
IRF
542
IBM Retirement Fund
New York
$287K -$12K -77 -4%
MAP
543
Moody Aldrich Partners
Massachusetts
$287K +$70.4K +453 +33%
MGP
544
Metis Global Partners
California
$287K +$287K +1,846 New
SCM
545
Spreng Capital Management
Ohio
$284K -$7.78K -50 -3%
SIC
546
Samalin Investment Counsel
New York
$283K +$283K +1,818 New
MIM
547
Marco Investment Management
Georgia
$280K -$1.87K -12 -0.7%
BBHC
548
Brown Brothers Harriman & Co
New York
$277K -$64.7K -415 -19%
GT
549
Glenmede Trust
Pennsylvania
$275K -$311 -2 -0.1%
HKIMG
550
Hutchens & Kramer Investment Management Group
Indiana
$275K – – –
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