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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 %
DILIC
151
Dai-ichi Life Insurance Company
Japan
$8.27M – – –
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$8.27M +$1.76M +11,308 +27%
LCM
153
Logan Capital Management
Pennsylvania
$8.22M +$1.33M +8,527 +19%
ACA
154
Aptus Capital Advisors
Alabama
$7.9M +$186K +1,190 +2%
ProShare Advisors
155
ProShare Advisors
Maryland
$7.7M +$44.4K +285 +0.6%
FRAF
156
Första AP-fonden
Sweden
$7.68M -$1.14M -7,300 -13%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$7.6M -$848K -5,444 -10%
PAMS
158
Pictet Asset Management (Switzerland)
Switzerland
$7.58M -$14.5K -93 -0.2%
CJL
159
Cyrus J. Lawrence
New York
$7.57M +$7.57M +48,599 New
AIMC
160
Alley Investment Management Company
Illinois
$7.39M +$7.39M +47,480 New
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$7.33M +$1.99M +12,572 +37%
1C
162
1623 Capital
Virginia
$7.32M – – –
FAF
163
Fjarde Ap-fonden
Sweden
$7.31M +$1.34M +8,591 +22%
AIMCA
164
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.27M +$514K +3,300 +8%
US Bancorp
165
US Bancorp
Minnesota
$7.26M +$250K +1,608 +4%
CAC
166
Core Alternative Capital
Georgia
$7.17M -$1.39M -8,956 -16%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$7.08M -$84.9K -545 -1%
BAM
168
Bell Asset Management
Australia
$7.02M +$1.02M +6,542 +17%
William Blair & Company
169
William Blair & Company
Illinois
$7.01M -$316K -2,030 -4%
Holocene Advisors
170
Holocene Advisors
New York
$6.97M +$6.97M +44,788 New
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$6.89M +$109K +703 +2%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$6.87M +$953K +6,117 +16%
IAA
173
Independent Advisor Alliance
North Carolina
$6.86M -$9.19K -59 -0.1%
MCG
174
McCollum Christoferson Group
New York
$6.76M +$42.8K +275 +0.6%
HPIA
175
Hamilton Point Investment Advisors
North Carolina
$6.71M +$185K +1,182 +3%
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