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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 %
First Manhattan
576
First Manhattan
New York
$244K – – –
S
577
SignatureFD
Georgia
$237K +$2.03K +13 +0.9%
GG
578
Gofen & Glossberg
Illinois
$236K +$156 +1 +0.1%
RWA
579
River Wealth Advisors
Pennsylvania
$235K +$5.45K +35 +2%
EGM
580
Engineers Gate Manager
New York
$235K +$235K +1,509 New
BCMO
581
Buckingham Capital Management (Ohio)
Ohio
$234K – – –
WTA
582
Washington Trust Advisors
Massachusetts
$231K – – –
VCM
583
Vivaldi Capital Management
Illinois
$231K +$3.06K +22 +1%
CRC
584
Curi RMB Capital
Illinois
$229K – – –
Nomura Holdings
585
Nomura Holdings
Japan
$228K -$110K -704 -33%
SVWAG
586
Sound View Wealth Advisors Group
Georgia
$228K +$312 +2 +0.1%
HI
587
Horizon Investments
North Carolina
$228K +$228K +1,466 New
IAN
588
Integrated Advisors Network
Texas
$227K -$54.1K -347 -19%
OL
589
Optas LLC
Texas
$227K +$468 +3 +0.2%
CS
590
Comerica Securities
Michigan
$223K +$7.98K +51 +4%
EWM
591
Empirical Wealth Management
Washington
$222K – – –
PA
592
Pinnacle Associates
New York
$222K +$312 +2 +0.1%
CAM
593
Campion Asset Management
Virginia
$220K – – –
LS
594
Livforsakringsbolaget Skandia
Sweden
$218K – – –
CWM
595
Connecticut Wealth Management
Connecticut
$217K -$155 -1 -0.1%
FPCP
596
Fort Point Capital Partners
California
$216K -$4.52K -29 -2%
CWP
597
Concord Wealth Partners
Virginia
$215K +$2.96K +19 +1%
PA
598
Profund Advisors
Maryland
$214K -$40.2K -258 -16%
HIC
599
Harvey Investment Company
Kentucky
$213K – – –
PA
600
Procyon Advisors
Connecticut
$212K +$8.88K +57 +4%
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