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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
1
Morgan Stanley
New York
$945M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$299M
3
BlackRock
3
BlackRock
New York
$1.43B
4
Citadel Advisors
4
Citadel Advisors
Florida
$61.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.91B

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$422M
2
Norges Bank
2
Norges Bank
Norway
$8.55M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Parnassus Investments
5
Parnassus Investments
California
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
76
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.5M -$43.8M -326,441 -66%
Principal Financial Group
77
Principal Financial Group
Iowa
$21.5M -$231K -1,721 -1%
UBS Group
78
UBS Group
Switzerland
$21.2M +$8.85M +65,961 +72%
NAM
79
Nissay Asset Management
Japan
$20.8M -$10.2M -76,371 -33%
CAM
80
Congress Asset Management
Massachusetts
$20.6M +$98.7K +736 +0.5%
CCM
81
Copeland Capital Management
Pennsylvania
$19.4M +$4.17M +31,067 +27%
GCM
82
Geneva Capital Management
Wisconsin
$19.2M -$1.56M -11,655 -8%
DP
83
Dearborn Partners
Illinois
$18.7M -$668K -4,979 -3%
PI
84
PineBridge Investments
New York
$18.3M +$5.51M +41,065 +43%
Prudential Financial
85
Prudential Financial
New Jersey
$17.4M -$6.78M -50,580 -28%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$17.3M +$25.5K +190 +0.1%
ACM
87
Alta Capital Management
Utah
$16.7M -$925K -6,900 -5%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$16.5M +$8.18K +61 +0%
MFWM
89
Motley Fool Wealth Management
Virginia
$16.4M -$509K -3,798 -3%
Canada Life
90
Canada Life
Manitoba, Canada
$15.6M +$1.3M +9,675 +9%
BST
91
Bath Savings Trust
Maine
$14.5M +$53.4K +398 +0.4%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$14.1M +$2.23M +16,620 +19%
WDA
93
Wendell David Associates
New Hampshire
$14.1M +$27.1K +202 +0.2%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$13.6M +$5.66M +41,648 +71%
TC
95
TwinBeech Capital
New York
$13.6M +$11.8M +87,971 +654%
CW
96
Connectus Wealth
Ohio
$13.5M -$126K -94 -0.9%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$13.4M +$12.9M +96,445 +2,822%
CAC
98
Core Alternative Capital
Georgia
$13.4M +$1.63M +12,178 +14%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$13.4M +$4.12M +30,738 +45%
Citigroup
100
Citigroup
New York
$12.7M +$461K +3,438 +4%
2 3
4
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