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Broadridge
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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.

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
1
Morgan Stanley
New York
$695M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M
3
Parnassus Investments
3
Parnassus Investments
California
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$653M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$26.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$594M
2
BGCP
2
Bristol Gate Capital Partners
Ontario, Canada
$0
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$586M
4
Invesco
4
Invesco
Georgia
$145M
5
State Street
5
State Street
Massachusetts
$743M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B 13,714,442 +108,223 +0.8%
BlackRock
2
BlackRock
New York
$1.51B 9,692,024 +125,346 +1%
State Street
3
State Street
Massachusetts
$743M 4,751,908 -192,739 -4%
Morgan Stanley
4
Morgan Stanley
New York
$695M 4,464,423 +1,113,730 +33%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$653M 4,196,639 +242,882 +6%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$594M 3,813,478 -851,996 -18%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$586M 3,764,098 -375,609 -9%
APG Asset Management
8
APG Asset Management
Netherlands
$563M 4,021,553 -6,000 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$354M 2,277,947 +81,055 +4%
JIM
10
Jensen Investment Management
Oregon
$262M 1,684,618 +12,890 +0.8%
Barclays
11
Barclays
United Kingdom
$245M 1,576,274 +68,052 +5%
Wells Fargo
12
Wells Fargo
California
$233M 1,495,056 +138,430 +10%
Northern Trust
13
Northern Trust
Illinois
$211M 1,352,549 -20,333 -1%
Parnassus Investments
14
Parnassus Investments
California
$206M 1,322,327 +383,145 +41%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M 1,195,313 +554,807 +87%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$168M 1,079,485 -10,036 -0.9%
Norges Bank
17
Norges Bank
Norway
$166M 1,067,598 +8,871 +0.8%
ACM
18
Atlanta Capital Management
Georgia
$166M 1,066,758 -300 -0%
Legal & General Group
19
Legal & General Group
United Kingdom
$155M 996,274 -43,552 -4%
Invesco
20
Invesco
Georgia
$145M 928,890 -365,156 -28%
Franklin Resources
21
Franklin Resources
California
$141M 905,933 +13,423 +2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$134M 861,134 -17,096 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$131M 839,340 +19,679 +2%
MIM
24
Meridiem Investment Management
United Kingdom
$130M 837,502 +154,931 +23%
CIM
25
Confluence Investment Management
Missouri
$125M 801,068 +5,074 +0.6%
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