Broadridge
776 hedge funds and large institutions have $15.7B invested in Broadridge in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 293 increasing their positions, 276 reducing their positions, and 96 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 276
0% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $10.9M
0.14% less ownership
Funds ownership: 87.58% → 87.44% (-0.14%)
5% less funds holding
Funds holding: 819 → 776 (-43)
16% less capital invested
Capital invested by funds: $18.5B → $15.7B (-$2.88B)
36% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 96
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$171M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$85.1M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$58.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$37.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$131M |
| 2 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
-$98.6M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$57.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$56M |
| 5 |
State Street
Boston,
Massachusetts
|
-$29.6M |
BR Hedge Fund Activity: Q1 2022 in Review
776 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q1 2022, worth a combined $15.7B — down 16% from $18.5B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of BR and 61 opened new positions — a net loss of 35 holders — while 276 trimmed existing stakes and 293 added.
The largest buyer was Morgan Stanley, adding an estimated $171M. The largest seller was Janus Henderson Group, cutting an estimated $131M.
- 776 institutional investors held Broadridge (BR) as of Q1 2022, down from 819 in Q4 2021.
- Funds reported $15.7B of Broadridge stock for Q1 2022, down 16% quarter-over-quarter.
- 61 funds opened new Broadridge positions in Q1 2022 and 96 closed out, a net change of -35 holders.
- The largest Broadridge buyer in Q1 2022 was Morgan Stanley, an estimated $171M added.
- The largest Broadridge seller in Q1 2022 was Janus Henderson Group, an estimated $131M sold.
Based on aggregated 13F filings for Q1 2022.