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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 %
PIM
776
Progressive Investment Management
Oregon
– -$5.28M -28,867 Closed
BFG
777
Berger Financial Group
Minnesota
– -$5.19M -28,370 Closed
Qube Research & Technologies (QRT)
778
Qube Research & Technologies (QRT)
United Kingdom
– -$4.73M -25,890 Closed
CA
779
Capitolis Advisors
New York
– -$4.19M -22,912 Closed
N
780
Natixis
France
– -$3.31M -18,084 Closed
GAM
781
Gotham Asset Management
New York
– -$3.15M -17,219 Closed
LC
782
Lavaca Capital
Texas
– -$16K -15,000 Closed
AIM
783
Aigen Investment Management
New York
– -$2.57M -14,616 Closed
AIM
784
Aquila Investment Management
New York
– -$2.38M -13,000 Closed
Capital Fund Management (CFM)
785
Capital Fund Management (CFM)
France
– -$2.24M -12,245 Closed
CW
786
CreativeOne Wealth
Kansas
– -$1.5M -8,195 Closed
CIBC World Market
787
CIBC World Market
Ontario, Canada
– -$1.27M -6,949 Closed
LSC
788
Lyon Street Capital
California
– -$1.1M -6,000 Closed
TI
789
Trexquant Investment
Connecticut
– -$1.05M -5,756 Closed
GC
790
Guardian Capital
Ontario, Canada
– -$1.05M -5,745 Closed
MSAM
791
Moloney Securities Asset Management
Missouri
– -$976K -5,336 Closed
NA
792
NewEdge Advisors
Louisiana
– -$970K -5,307 Closed
IWC
793
Integrated Wealth Concepts
Massachusetts
– -$753K -4,120 Closed
Renaissance Technologies
794
Renaissance Technologies
New York
– -$750K -4,100 Closed
SFSG
795
Sound Financial Strategies Group
Mississippi
– -$726K -3,973 Closed
DCM
796
Donaldson Capital Management
Indiana
– -$614K -3,357 Closed
SFM
797
Signet Financial Management
New Jersey
– -$608K -3,326 Closed
WSCM
798
Wellington Shields Capital Management
New York
– -$545K -2,983 Closed
AG
799
AlphaSimPlex Group
Massachusetts
– -$532K -2,911 Closed
FANJ
800
Financial Architects (New Jersey)
New Jersey
– -$503K -2,754 Closed
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