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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 %
Truist Financial
101
Truist Financial
North Carolina
$17.7M -$1.82M -11,682 -9%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$17.5M -$4.18M -26,876 -19%
BST
103
Bath Savings Trust
Maine
$16.6M +$85.3K +548 +0.5%
NIG
104
NFJ Investment Group
Texas
$16.6M +$589K +3,781 +4%
Prudential Financial
105
Prudential Financial
New Jersey
$16.4M -$141K -903 -0.9%
CW
106
Connectus Wealth
Ohio
$16.1M -$375K -2,411 -2%
Citigroup
107
Citigroup
New York
$16M -$7M -44,974 -30%
WDA
108
Wendell David Associates
New Hampshire
$15.7M +$231K +1,484 +1%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$15.1M -$7.87M -50,518 -34%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$15.1M +$15.1M +96,796 New
KLWA
111
Kelly Lawrence W & Associates
California
$14.9M +$162K +1,040 +1%
FNBOO
112
First National Bank of Omaha
Nebraska
$14.4M +$2.09M +13,441 +17%
AAM
113
Advisors Asset Management
Colorado
$14.3M -$262K -1,682 -2%
Diamond Hill Capital Management
114
Diamond Hill Capital Management
Ohio
$14.1M -$2.71M -17,432 -16%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$13.9M +$4.26M +27,334 +44%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$13.8M -$535K -3,435 -4%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M +$224K +1,440 +2%
MSV
118
MN Services Vermogensbeheer
Netherlands
$13M -$794K -5,100 -6%
Axa
119
Axa
France
$13M -$1.48M -9,500 -10%
PI
120
PineBridge Investments
New York
$12.6M +$4.12M +26,484 +49%
VCM
121
Vigilant Capital Management
Maine
$12.6M +$355K +2,278 +3%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$12.5M -$264K -1,694 -2%
Victory Capital Management
123
Victory Capital Management
Texas
$12.3M +$1.05M +7,313 +9%
Rafferty Asset Management
124
Rafferty Asset Management
New York
$12.1M -$1.13M -7,260 -9%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$11.8M -$502K -3,226 -4%
3 4
5
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