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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
$695M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M
3
Parnassus Investments
Parnassus Investments
California
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$653M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$594M
2
BGCP
Bristol Gate Capital Partners
Ontario, Canada
$0
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$586M
4
Invesco
Invesco
Georgia
$145M
5
State Street
State Street
Massachusetts
$743M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$30.3M -$16M -102,574 -35%
National Pension Service
77
National Pension Service
South Korea
$30.2M +$907K +5,823 +3%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$29M +$1.33M +8,562 +5%
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$28.5M -$3.2M -20,521 -10%
CS
80
Credit Suisse
Switzerland
$26.8M +$324K +2,081 +1%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$26.5M +$26.5M +170,227 New
NIPH
82
NN Investment Partners Holdings
Netherlands
$25.3M -$2.99M -19,192 -11%
GCM
83
Geneva Capital Management
Wisconsin
$25.1M -$1.29M -8,278 -5%
MFWM
84
Motley Fool Wealth Management
Virginia
$24.5M -$376K -2,416 -2%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$24.3M +$2.6M +16,700 +12%
CAM
86
Congress Asset Management
Massachusetts
$23.2M -$81.1K -521 -0.3%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$23M -$339K -2,178 -1%
Principal Financial Group
88
Principal Financial Group
Iowa
$22.8M -$1.08M -6,937 -5%
Fidelity International
89
Fidelity International
Bermuda
$22.8M +$3.09M +19,873 +16%
DP
90
Dearborn Partners
Illinois
$22.5M -$45.5K -292 -0.2%
UBS Group
91
UBS Group
Switzerland
$21.9M -$9.07M -58,232 -29%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$21.6M -$2.51M -16,125 -10%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$21.3M +$119K +762 +0.6%
Citadel Advisors
94
Citadel Advisors
Florida
$19.2M +$9.62M +61,784 +100%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$19.2M +$2.02K +13 +0%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$19M -$358K -2,300 -2%
NC
97
Nicholas Company
Wisconsin
$18.9M +$475K +3,050 +3%
CCM
98
Copeland Capital Management
Pennsylvania
$17.9M -$7.86M -50,474 -30%
Canada Life
99
Canada Life
Manitoba, Canada
$17.9M -$766K -4,654 -4%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$17.7M -$2.16M -13,796 -11%
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