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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 %
WA
776
WestEnd Advisors
North Carolina
$134 – – –
AWM
777
AllSquare Wealth Management
New York
$134 – – –
CTA
778
Colonial Trust Advisors
South Carolina
$134 +$134 +1 New
CMP
779
Coston McIsaac & Partners
Maine
$8 – – –
Qube Research & Technologies (QRT)
780
Qube Research & Technologies (QRT)
United Kingdom
– -$36.5M -253,238 Closed
Loomis, Sayles & Company
781
Loomis, Sayles & Company
Massachusetts
– -$24.7M -171,218 Closed
Renaissance Technologies
782
Renaissance Technologies
New York
– -$20.3M -140,500 Closed
Adage Capital Partners
783
Adage Capital Partners
Massachusetts
– -$7.13M -49,400 Closed
TI
784
Trexquant Investment
Connecticut
– -$5.22M -36,180 Closed
HF
785
HRT Financial
New York
– -$4M -27,691 Closed
Jane Street
786
Jane Street
New York
– -$3.97M -27,501 Closed
CCMD
787
Cypress Capital Management (Delaware)
Delaware
– -$3M -20,775 Closed
ACM
788
AlphaCrest Capital Management
New York
– -$2.89M -19,987 Closed
PHK
789
Point72 Hong Kong
Hong Kong
– -$2.8M -19,404 Closed
TCM
790
Teza Capital Management
Illinois
– -$2.46M -17,017 Closed
Connor, Clark & Lunn Investment Management (CC&L)
791
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.35M -16,279 Closed
E
792
Ergoteles
New York
– -$1.94M -13,454 Closed
CG
793
Castellan Group
Kentucky
– -$1.94M -13,435 Closed
DTL
794
Dynamic Technology Lab
Singapore
– -$1.81M -12,512 Closed
MF
795
Magnetar Financial
Illinois
– -$1.02M -7,073 Closed
IG
796
ING Group
Netherlands
– -$1.01M -6,967 Closed
CCIA
797
Campbell & Co Investment Adviser
Maryland
– -$943K -6,536 Closed
CIBC World Market
798
CIBC World Market
Ontario, Canada
– -$928K -6,431 Closed
ECM
799
ExodusPoint Capital Management
New York
– -$773K -5,359 Closed
JF
800
Jump Financial
Illinois
– -$731K -5,065 Closed
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