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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 %
MIM
176
MetLife Investment Management
New Jersey
$4.68M -$77.8K -580 -2%
ProShare Advisors
177
ProShare Advisors
Maryland
$4.63M +$15K +112 +0.3%
PKC
178
Palmer Knight Company
Florida
$4.53M -$8.18K -61 -0.2%
ASRS
179
Arizona State Retirement System
Arizona
$4.45M +$136K +1,016 +3%
ACA
180
Aptus Capital Advisors
Alabama
$4.43M +$326K +2,433 +8%
AMM
181
American Money Management
California
$4.39M -$21.7K -162 -0.5%
SO
182
STRS Ohio
Ohio
$4.36M +$4.36M +32,500 New
AIG
183
American International Group
New York
$4.36M -$74.7K -557 -2%
PCM
184
Prana Capital Management
Connecticut
$4.33M +$4.33M +32,303 New
AAF
185
Andra AP-fonden
Sweden
$4.32M +$1.57M +11,700 +57%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$4.31M -$25.8K -192 -0.6%
SOMRS
187
State of Michigan Retirement System
Michigan
$4.29M +$26.8K +200 +0.6%
KBC Group
188
KBC Group
Belgium
$4.25M -$219K -1,635 -5%
ESCM
189
Echo Street Capital Management
New York
$4.24M +$2.97M +22,141 +234%
AB
190
Amalgamated Bank
New York
$4.21M -$31.5K -235 -0.7%
Corient Private Wealth
191
Corient Private Wealth
Florida
$4.18M +$4.18M +31,408 New
NG
192
Northstar Group
New York
$4.17M +$9.12K +68 +0.2%
APF
193
Alaska Permanent Fund
Alaska
$4.1M +$22.1K +165 +0.5%
HSA
194
HBK Sorce Advisory
Pennsylvania
$4.08M +$2.07M +15,461 +104%
Holocene Advisors
195
Holocene Advisors
New York
$4.05M +$3.07M +22,918 +314%
GLA
196
Great Lakes Advisors
Illinois
$4.02M +$154K +1,151 +4%
AP
197
Appleton Partners
Massachusetts
$4.02M +$119K +888 +3%
IFAM
198
Institutional & Family Asset Management
Colorado
$4.01M -$5.37K -40 -0.1%
MC
199
Middleton & Co
Massachusetts
$3.99M -$179K -1,333 -4%
SWS
200
SYSTM Wealth Solutions
Illinois
$3.99M +$3.99M +29,717 New
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