BR icon

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 %
GCP
801
GSA Capital Partners
United Kingdom
– -$627K -4,343 Closed
AP
802
Advisors Preferred
Maryland
– -$570K -3,825 Closed
PAM
803
Paradigm Asset Management
New York
– -$491K -3,400 Closed
JF
804
JSF Financial
California
– -$488K -3,379 Closed
WPC
805
Wedmont Private Capital
Pennsylvania
– -$462K -3,202 Closed
SCM
806
Stevens Capital Management
Pennsylvania
– -$403K -2,792 Closed
GCM
807
Graham Capital Management
Connecticut
– -$402K -2,791 Closed
BAM
808
Blueshift Asset Management
New Jersey
– -$387K -2,684 Closed
RWM
809
Ritholtz Wealth Management
New York
– -$360K -2,495 Closed
WFI
810
West Family Investments
California
– -$268K -1,856 Closed
SCM
811
Spreng Capital Management
Ohio
– -$263K -1,825 Closed
TSS
812
Two Sigma Securities
New York
– -$259K -1,795 Closed
WTB
813
Washington Trust Bank
Washington
– -$253K -1,754 Closed
DDC
814
DF Dent & Co
Maryland
– -$250K -1,733 Closed
CP
815
Covenant Partners
Tennessee
– -$248K -1,716 Closed
AC
816
Apella Capital
Connecticut
– -$241K -1,670 Closed
GWSG
817
GPS Wealth Strategies Group
Colorado
– -$236K -1,636 Closed
PCM
818
Prelude Capital Management
New York
– -$236K -1,633 Closed
BWP
819
BSW Wealth Partners
Colorado
– -$230K -1,597 Closed
MM
820
MQS Management
New York
– -$229K -1,588 Closed
BP
821
Ballentine Partners
Massachusetts
– -$220K -1,525 Closed
AWP
822
Ascent Wealth Partners
New York
– -$220K -1,522 Closed
IWC
823
Integrated Wealth Concepts
Massachusetts
– -$219K -1,518 Closed
RWA
824
River Wealth Advisors
Pennsylvania
– -$218K -1,509 Closed
LNB
825
Ledyard National Bank
– -$217K -1,503 Closed
31 32
33
34 35