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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B +$30.2M +212,535 +2%
BlackRock
2
BlackRock
New York
$1.43B +$113M +798,580 +8%
Morgan Stanley
3
Morgan Stanley
New York
$945M +$291M +2,048,184 +41%
State Street
4
State Street
Massachusetts
$630M +$2.77M +19,468 +0.4%
APG Asset Management
5
APG Asset Management
Netherlands
$520M +$9.63M +67,803 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$457M -$29.7M -209,320 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$455M +$3.66M +25,752 +0.8%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$422M -$436M -3,072,199 -49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$332M +$9.42M +66,309 +3%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$299M +$146M +1,025,907 +85%
JIM
11
Jensen Investment Management
Oregon
$244M +$14.5M +102,405 +6%
Barclays
12
Barclays
United Kingdom
$207M +$216K +1,522 +0.1%
Northern Trust
13
Northern Trust
Illinois
$194M +$24.3M +171,269 +13%
Wells Fargo
14
Wells Fargo
California
$182M -$2.72M -19,142 -1%
Parnassus Investments
15
Parnassus Investments
California
$161M -$36.6M -257,900 -18%
Franklin Resources
16
Franklin Resources
California
$156M +$13.8M +96,834 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$152M -$14.5K -102 -0%
Mitsubishi UFJ Asset Management
18
Mitsubishi UFJ Asset Management
Japan
$150M +$6.43M +45,239 +4%
Macquarie Group
19
Macquarie Group
Australia
$146M +$9.89M +69,587 +7%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$123M +$18.5M +130,395 +17%
Invesco
21
Invesco
Georgia
$122M +$11.2M +78,847 +9%
BG
22
Bahl & Gaynor
Ohio
$122M -$17.8M -125,373 -12%
MIM
23
Meridiem Investment Management
United Kingdom
$112M +$6.57M +46,258 +6%
Legal & General Group
24
Legal & General Group
United Kingdom
$112M -$3.68M -25,902 -3%
CIM
25
Confluence Investment Management
Missouri
$110M +$989K +6,963 +0.9%