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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 %
Walleye Trading
801
Walleye Trading
New York
– -$494K -2,702 Closed
BB
802
Busey Bank
Illinois
– -$443K -2,424 Closed
Tudor Investment Corp
803
Tudor Investment Corp
Connecticut
– -$439K -2,403 Closed
AP
804
Advisors Preferred
Maryland
– -$421K -2,329 Closed
AP
805
Americana Partners
Texas
– -$411K -2,250 Closed
PVH
806
Psagot Value Holdings
Israel
– -$409K -2,239 Closed
E
807
Ergoteles
New York
– -$408K -2,233 Closed
AA
808
ALPS Advisors
Colorado
– -$396K -2,166 Closed
PL
809
Pluribus Labs
California
– -$381K -2,086 Closed
MWM
810
Modera Wealth Management
New Jersey
– -$366K -2,003 Closed
PDN
811
Pensionfund DSM Netherlands
Netherlands
– -$366K -2,000 Closed
ACM
812
Aquatic Capital Management
Illinois
– -$366K -2,000 Closed
JF
813
JSF Financial
California
– -$361K -1,975 Closed
FC
814
FORA Capital
Florida
– -$359K -1,962 Closed
WFI
815
West Family Investments
California
– -$349K -1,907 Closed
MC
816
Machina Capital
France
– -$347K -1,900 Closed
AII
817
AGF Investments Inc
Ontario, Canada
– -$342K -1,870 Closed
A
818
Astrantus
Cyprus
– -$325K -1,777 Closed
BC
819
Bridgefront Capital
Texas
– -$310K -1,696 Closed
Los Angeles Capital Management
820
Los Angeles Capital Management
California
– -$295K -1,615 Closed
HWIS
821
Hancock Whitney Investment Services
Louisiana
– -$286K -1,559 Closed
PPW
822
Pasadena Private Wealth
California
– -$274K -1,500 Closed
PWM
823
Perigon Wealth Management
California
– -$261K -1,427 Closed
WJWM
824
Williams Jones Wealth Management
New York
– -$254K -1,391 Closed
Cerity Partners
825
Cerity Partners
New York
– -$252K -1,378 Closed
31 32
33
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