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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 %
AMM
201
American Money Management
California
$5.09M +$1.56M +9,999 +44%
ASRS
202
Arizona State Retirement System
Arizona
$5.05M +$128K +821 +3%
GT
203
Greenleaf Trust
Michigan
$5.01M -$109K -701 -2%
GC
204
Guggenheim Capital
Illinois
$5M +$394K +2,532 +9%
PKC
205
Palmer Knight Company
Florida
$4.99M -$2.32M -14,873 -32%
NG
206
Northstar Group
New York
$4.7M +$14.3K +92 +0.3%
SOMRS
207
State of Michigan Retirement System
Michigan
$4.59M +$18.8K +121 +0.4%
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$4.59M +$717K +4,603 +19%
Brown Advisory
209
Brown Advisory
Maryland
$4.53M -$163K -1,045 -3%
AP
210
Appleton Partners
Massachusetts
$4.48M -$25.7K -165 -0.6%
UIM
211
USS Investment Management
United Kingdom
$4.47M +$483K +3,101 +12%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$4.24M -$246K -1,581 -5%
GLA
213
Great Lakes Advisors
Illinois
$4.23M +$672K +4,314 +19%
CFB
214
Cullen/Frost Bankers
Texas
$4.19M -$115K -740 -3%
BA
215
Bridgewater Associates
Connecticut
$4.1M +$2.18M +14,021 +114%
S
216
Seeyond
France
$4.02M -$1.64M -10,560 -29%
IFAM
217
Institutional & Family Asset Management
Colorado
$4.02M +$90.2K +579 +2%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$4M -$2.14M -13,760 -35%
BCI
219
Brinker Capital Investments
Pennsylvania
$3.96M -$83.5K -536 -2%
GIM
220
Goelzer Investment Management
Indiana
$3.96M -$139K -894 -3%
BAM
221
Blueshift Asset Management
New Jersey
$3.96M +$3.96M +25,428 New
Nomura Asset Management
222
Nomura Asset Management
Japan
$3.94M +$214K +1,373 +6%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$3.81M +$19.2K +123 +0.5%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$3.8M -$219K -1,408 -5%
DnB Asset Management
225
DnB Asset Management
Norway
$3.79M +$458K +2,940 +14%
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