Broadridge
819 hedge funds and large institutions have $18.6B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 296 increasing their positions, 255 reducing their positions, and 64 closing their positions.
66% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 64
62% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $10.8M
16% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 255
10% more capital invested
Capital invested by funds: $16.8B → $18.6B (+$1.72B)
4% more funds holding
Funds holding: 787 → 819 (+32)
0.13% more ownership
Funds ownership: 87.45% → 87.58% (+0.13%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$392M |
| 2 |
BlackRock
New York
|
+$49.8M |
| 3 |
Barclays
London,
United Kingdom
|
+$48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.1M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$172M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$110M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$81.2M |
| 4 |
Renaissance Technologies
New York
|
-$55.9M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$43.1M |
BR Hedge Fund Activity: Q4 2021 in Review
819 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2021, worth a combined $18.6B — up 10% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new BR positions and 64 closed out — a net gain of 42 holders — while 296 added to existing stakes and 255 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $392M. The largest seller was Janus Henderson Group, cutting an estimated $172M.
- 819 institutional investors held Broadridge (BR) as of Q4 2021, up from 787 in Q3 2021.
- Funds reported $18.6B of Broadridge stock for Q4 2021, up 10% quarter-over-quarter.
- 106 funds opened new Broadridge positions in Q4 2021 and 64 closed out, a net change of +42 holders.
- The largest Broadridge buyer in Q4 2021 was Morgan Stanley, an estimated $392M added.
- The largest Broadridge seller in Q4 2021 was Janus Henderson Group, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2021.