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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 %
FGAM
751
Financial Gravity Asset Management
Texas
$2.38K -$12.9K -730 -84%
SIC
752
SJS Investment Consulting
Ohio
$2.01K -$268 -2 -12%
EIM
753
Essex Investment Management
Massachusetts
$2K – – –
Lazard Asset Management
754
Lazard Asset Management
New York
$2K +$875 +7 +78%
MYAM
755
Meiji Yasuda Asset Management
Japan
$1.9K +$695 +5,180 +58%
SWA
756
SOA Wealth Advisors
New York
$1.74K – – –
DI
757
Disciplined Investments
Oklahoma
$1.61K -$805 -6 -33%
BIA
758
Bell Investment Advisors
California
$1.61K -$671 -5 -29%
RTL
759
Red Tortoise LLC
Georgia
$1.61K +$1.61K +12 New
MFT
760
Moisand Fitzgerald Tamayo
Florida
$1.34K – – –
AA
761
Addison Advisors
Vermont
$1.21K – – –
SOW
762
State of Wyoming
Wyoming
$1.21K +$268 +2 +29%
GI
763
Gradient Investments
Minnesota
$1.07K +$1.07K +8 New
SC
764
Sierra Capital
Florida
$1K – – –
ANBT
765
American National Bank & Trust
Texas
$1K +$1K +6 New
MHR
766
Matthew Hamilton Rosenberg
$805 – – –
BHWM
767
Beaird Harris Wealth Management
Texas
$671 +$671 +5 New
NSIM
768
North Star Investment Management
Illinois
$671 +$671 +5 New
GTCM
769
Gyon Technologies Capital Management
New Jersey
$671 +$671 +5 New
CFO
770
CVA Family Office
Colorado
$671 +$671 +5 New
TFM
771
TFC Financial Management
Massachusetts
$537 – – –
TWD
772
True Wealth Design
Ohio
$402 +$402 +3 New
BAAM
773
Baker Avenue Asset Management
California
$402 +$402 +3 New
MPCL
774
My Personal CFO LLC
Washington
$402 +$402 +3 New
ECM
775
Everence Capital Management
Indiana
$348 – – –
29 30
31
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