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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 %
Lido Advisors
551
Lido Advisors
California
$256K -$17.7K -132 -6%
AIP
552
Ameritas Investment Partners
Nebraska
$254K +$148 +1 +0.1%
RCM
553
Radnor Capital Management
Pennsylvania
$254K – – –
SAM
554
Strategy Asset Managers
California
$253K +$3.76K +28 +2%
SPA
555
Shore Point Advisors
New Jersey
$252K – – –
WA
556
Wealth Alliance
New York
$251K -$178K -1,326 -41%
KFSC
557
Keystone Financial Services (Colorado)
Colorado
$251K +$251K +1,667 New
PCA
558
Personal Capital Advisors
California
$248K +$248K +1,852 New
HCM
559
Hilton Capital Management
New York
$247K – – –
MGIM
560
M&G Investment Management
United Kingdom
$245K +$245K +1,831 New
SIC
561
Samalin Investment Counsel
New York
$243K -$805 -6 -0.3%
MAP
562
Moody Aldrich Partners
Massachusetts
$242K -$2.55K -19 -1%
MIM
563
Marco Investment Management
Georgia
$241K – – –
CGL
564
Clarius Group LLC
Washington
$237K -$7.77K -58 -3%
VCM
565
Vivaldi Capital Management
Illinois
$235K -$1.94K -14 -0.8%
SCM
566
Stonehearth Capital Management
Massachusetts
$233K – – –
PA
567
Procyon Advisors
Connecticut
$233K +$233K +1,735 New
EWM
568
Empirical Wealth Management
Washington
$230K +$38.5K +287 +20%
Pacer Advisors
569
Pacer Advisors
Pennsylvania
$229K -$167K -1,242 -42%
BCM
570
Bayesian Capital Management
New York
$228K -$537K -4,000 -70%
RT
571
Rockland Trust
Massachusetts
$228K -$10.6K -79 -4%
MWP
572
Meredith Wealth Planning
Illinois
$226K +$226K +1,684 New
MSFS
573
Main Street Financial Solutions
Pennsylvania
$225K +$225K +1,678 New
APWM
574
Argonautica Private Wealth Management
Massachusetts
$224K +$224K +1,673 New
Verition Fund Management
575
Verition Fund Management
Connecticut
$224K -$1.7M -12,711 -88%
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