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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 %
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$9K +$295 +2 +3%
ARIS
727
Advanced Research Investment Solutions
California
$9K +$9K +60 New
CM
728
Cornerstone Management
Georgia
$8.41K – – –
PP
729
PrairieView Partners
Minnesota
$8K -$12.2K -75 -60%
SWM
730
Selective Wealth Management
Virginia
$8K – – –
FPS
731
Fieldpoint Private Securities
Connecticut
$8K +$2.96K +20 +59%
FMP
732
Financial Management Professionals
Texas
$8K +$3.84K +24 +92%
Jones Financial Companies
733
Jones Financial Companies
Missouri
$8K +$6.79K +45 +563%
BBPWM
734
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
SSG
735
Summit Securities Group
New York
$7K +$7K +48 New
SWA
736
Sutton Wealth Advisors
Florida
$6.54K -$311 -2 -5%
LWA
737
Lenox Wealth Advisors
New York
$6K -$2.4K -14 -29%
TSW
738
Thompson Siegel & Walmsley
Virginia
$5K -$833 -5 -14%
MRCM
739
M&R Capital Management
New Jersey
$5K – – –
Lazard Asset Management
740
Lazard Asset Management
New York
$5K +$3.89K +28 +350%
CI
741
Cordant Inc
Oregon
$5K +$5K +31 New
STCOSD
742
Sageworth Trust Company of South Dakota
South Dakota
$4K -$20.1K -136 -83%
VCM
743
Versant Capital Management
Arizona
$4K -$333 -2 -8%
ACM
744
AUA Capital Management
Pennsylvania
$4K – – –
JMF
745
Johnson Midwest Financial
Iowa
$4K – – –
JFA
746
JNBA Financial Advisors
Minnesota
$4K – – –
HNWAG
747
High Net Worth Advisory Group
Florida
$4K – – –
EW
748
Evoke Wealth
California
$4K +$2.33K +14 +140%
MGIM
749
M&G Investment Management
United Kingdom
$3.9K -$182 -1,165 -4%
EWA
750
EverSource Wealth Advisors
Alabama
$3K -$15.1K -106 -83%
28 29
30
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