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Broadridge
BR

Overview Fund Activity

932 hedge funds and large institutions have $21.5B invested in Broadridge in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 365 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+21
Holders Change %
+2.31%
% of All Funds
13.51%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
92
Increased
365
Reduced
326
Closed
63
Calls
$13.5M
Puts
$30.2M
Net Calls
-$16.6M
Net Calls Change
-$11.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$65.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.9M
5
Goldman Sachs
Goldman Sachs
New York
+$34.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$577M
3
Parnassus Investments
Parnassus Investments
California
-$51.9M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$33.9M
5
ACA
Anchor Capital Advisors
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
226
Cullen/Frost Bankers
Texas
$5.37M -$66.8K -326 -1%
PFM
227
Patton Fund Management
Texas
$5.34M +$5.34M +26,051 New
Retirement Systems of Alabama
228
Retirement Systems of Alabama
Alabama
$5.33M +$13.3K +65 +0.3%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.3M +$18.6K +91 +0.4%
AB
230
Amalgamated Bank
New York
$5.2M -$1.37M -6,667 -21%
BCM
231
Brown Capital Management
Maryland
$5.15M -$50.8K -248 -1%
AI
232
Atria Investments
North Carolina
$5.14M +$544K +2,657 +12%
II
233
IFM Investors
Australia
$5.13M +$566K +2,764 +12%
X
234
Xponance
Pennsylvania
$5.08M +$44K +215 +0.9%
Handelsbanken Fonder
235
Handelsbanken Fonder
Sweden
$5.08M +$1.05M +5,121 +26%
TPSF
236
Texas Permanent School Fund
Texas
$4.99M +$11.3K +55 +0.2%
Swedbank
237
Swedbank
Sweden
$4.95M +$351K +1,714 +8%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$4.92M -$71.7K -350 -1%
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.88M -$38.1K -186 -0.8%
IFAM
240
Institutional & Family Asset Management
Colorado
$4.87M -$698K -3,406 -13%
CII
241
Capital International Inc
California
$4.83M +$39.7K +194 +0.8%
BCM
242
Brasada Capital Management
Texas
$4.81M -$24K -117 -0.5%
DnB Asset Management
243
DnB Asset Management
Norway
$4.74M -$953K -4,654 -17%
AWM
244
Axxcess Wealth Management
California
$4.74M +$185K +903 +4%
SEM
245
Suncoast Equity Management
Florida
$4.73M +$271K +1,321 +6%
American Century Companies
246
American Century Companies
Missouri
$4.72M +$914K +4,464 +24%
UIM
247
USS Investment Management
United Kingdom
$4.7M +$457K +2,233 +11%
EI
248
Ethic Inc
New York
$4.68M +$502K +2,449 +12%
Creative Planning
249
Creative Planning
Kansas
$4.67M +$210K +1,024 +5%
Mariner
250
Mariner
Kansas
$4.66M +$120K +588 +3%
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