BR icon

Broadridge
BR

Overview Fund Activity

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.32B
2
Man Group
Man Group
United Kingdom
+$88.9M
3
Millennium Management
Millennium Management
New York
+$74.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.6M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$174M
2
Select Equity Group
Select Equity Group
New York
-$53.5M
3
Parnassus Investments
Parnassus Investments
California
-$52.8M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$35.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$5.01M +$3.24M +15,761 +184%
TPSF
227
Texas Permanent School Fund
Texas
$5M -$23.9K -116 -0.5%
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.94M +$823 +4 +0%
FLPIM
229
F.L. Putnam Investment Management
Massachusetts
$4.87M -$1.06M -5,161 -18%
BCM
230
Brasada Capital Management
Texas
$4.85M -$478K -2,324 -9%
CII
231
Capital International Inc
California
$4.81M -$28.2K -137 -0.6%
HPIA
232
Hamilton Point Investment Advisors
North Carolina
$4.67M +$115K +557 +3%
PCM
233
Parsons Capital Management
Rhode Island
$4.66M +$5.97K +29 +0.1%
Allianz Asset Management
234
Allianz Asset Management
Germany
$4.64M +$1.53M +7,420 +49%
Swedbank
235
Swedbank
Sweden
$4.62M +$534K +2,594 +13%
AI
236
Atria Investments
North Carolina
$4.61M +$778K +3,781 +20%
II
237
IFM Investors
Australia
$4.59M – – –
SPS
238
Susquehanna Portfolio Strategies
Pennsylvania
$4.58M +$4.58M +22,245 New
AWM
239
Axxcess Wealth Management
California
$4.57M +$4.57M +22,225 New
Mariner
240
Mariner
Kansas
$4.56M +$252K +1,223 +6%
Creative Planning
241
Creative Planning
Kansas
$4.48M +$479K +2,326 +12%
SEM
242
Suncoast Equity Management
Florida
$4.47M +$104K +505 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
243
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.43M +$4.43M +21,542 New
UIM
244
USS Investment Management
United Kingdom
$4.26M +$140K +678 +3%
CNB
245
Czech National Bank
Czech Republic
$4.24M -$7.82K -38 -0.2%
MC
246
Middleton & Co
Massachusetts
$4.23M -$107K -518 -2%
FHB
247
First Hawaiian Bank
Hawaii
$4.21M -$332K -1,613 -7%
EI
248
Ethic Inc
New York
$4.2M +$530K +2,578 +14%
CG
249
Cynosure Group
Utah
$4.19M -$8.03K -39 -0.2%
URS
250
Utah Retirement Systems
Utah
$4.17M +$20.6K +100 +0.5%
8 9
10
11 12