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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 %
LWP
651
Lumature Wealth Partners
Georgia
$57K +$25.8K +165 +83%
PB
652
Pinnacle Bancorp
Nebraska
$55K – – –
EBA
653
Eagle Bay Advisors
New York
$54K -$18.3K -118 -25%
APF
654
Alaska Permanent Fund
Alaska
$54K -$156 -1 -0.3%
CCA
655
Column Capital Advisors
Indiana
$53K – – –
GWM
656
Geneos Wealth Management
Colorado
$50K -$1.84K -12 -4%
AF
657
Allworth Financial
California
$49K +$8.58K +55 +21%
GRP
658
Global Retirement Partners
California
$49K +$49K +351 New
GAM
659
Gemmer Asset Management
California
$48K +$619 +4 +1%
AssetMark Inc
660
AssetMark Inc
California
$47K -$11.8K -76 -20%
CFN
661
Cordasco Financial Network
Florida
$47K – – –
MAM
662
Marquette Asset Management
Minnesota
$47K – – –
CTB
663
Country Trust Bank
Illinois
$47K – – –
JWA
664
JFS Wealth Advisors
Pennsylvania
$47K +$17.4K +111 +59%
RBC
665
Roble Belko & Company
Pennsylvania
$46K – – –
HR
666
Howe & Rusling
New York
$45K – – –
EI
667
Ellevest Inc
New York
$41K -$1.41K -9 -3%
PPWM
668
PFG Private Wealth Management
Florida
$38K – – –
HWM
669
HighMark Wealth Management
Minnesota
$38K +$156 +1 +0.4%
AS
670
Altshuler Shaham
Israel
$37K -$1.39K -9 -4%
IAS
671
IMA Advisory Services
Colorado
$37K – – –
PCG
672
Private Capital Group
Connecticut
$36K -$9.08K -58 -20%
BCM
673
Blume Capital Management
California
$36K – – –
SSB
674
Sandy Spring Bank
Maryland
$36K +$3.23K +21 +10%
SIC
675
Salem Investment Counselors
North Carolina
$35K – – –
25 26
27
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