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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 %
AMIM
826
Aull & Monroe Investment Management
Alabama
– -$215K -1,491 Closed
HWM
827
HB Wealth Management
Georgia
– -$214K -1,484 Closed
OL
828
Optas LLC
Texas
– -$209K -1,464 Closed
CRC
829
Curi RMB Capital
Illinois
– -$211K -1,463 Closed
CI
830
Cigna Investments
Connecticut
– -$207K -1,440 Closed
HI
831
Horizon Investments
North Carolina
– -$206K -1,428 Closed
PGFC
832
Peapack-Gladstone Financial Corp
New Jersey
– -$204K -1,417 Closed
CAM
833
Campion Asset Management
Virginia
– -$203K -1,410 Closed
WIC
834
Willis Investment Counsel
Georgia
– -$202K -1,400 Closed
GA
835
Geller Advisors
New York
– -$202K -1,396 Closed
SOS
836
Silver Oak Securities
Tennessee
– -$174K -973 Closed
SIM
837
Sentry Investment Management
Wisconsin
– -$114K -793 Closed
MA
838
MUFG Americas
New York
– -$78K -540 Closed
AS
839
Altshuler Shaham
Israel
– -$57K -385 Closed
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
– -$54K -375 Closed
CTB
841
Country Trust Bank
Illinois
– -$43K -300 Closed
MAM
842
Marquette Asset Management
Minnesota
– -$43K -300 Closed
RTC
843
Riverview Trust Company
Washington
– -$27K -189 Closed
HR
844
Howe & Rusling
New York
– -$19K -130 Closed
BLC
845
Brown, Lisle/Cummings
Rhode Island
– -$18K -125 Closed
APW
846
Axim Planning & Wealth
Ohio
– -$17K -118 Closed
M
847
MOTCO
Texas
– -$14K -100 Closed
DFCM
848
Dark Forest Capital Management
Puerto Rico
– -$13K -93 Closed
ARIS
849
Advanced Research Investment Solutions
California
– -$9K -60 Closed
SWM
850
Selective Wealth Management
Virginia
– -$7K -50 Closed
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