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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 %
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$4.64M +$2.9M +14,140 +166%
HPIA
252
Hamilton Point Investment Advisors
North Carolina
$4.63M -$22.2K -108 -0.5%
PP
253
PDT Partners
New York
$4.59M +$2.48M +12,101 +117%
PCM
254
Parsons Capital Management
Rhode Island
$4.56M -$77.6K -379 -2%
SPS
255
Susquehanna Portfolio Strategies
Pennsylvania
$4.56M – – –
TC
256
TownSquare Capital
Utah
$4.47M +$458K +2,236 +11%
M&T Bank
257
M&T Bank
New York
$4.44M +$395K +1,928 +10%
CNB
258
Czech National Bank
Czech Republic
$4.24M +$23.1K +113 +0.5%
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$4.19M +$460K +2,245 +12%
BC
260
Burney Company
Virginia
$4.19M +$154K +751 +4%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$4.19M -$659K -3,216 -14%
URS
262
Utah Retirement Systems
Utah
$4.16M – – –
LA
263
LBP AM
France
$4.14M +$4.14M +20,226 New
Cerity Partners
264
Cerity Partners
New York
$4.13M +$2.43M +11,860 +143%
SNB
265
Security National Bank
Nebraska
$4.12M -$9.42K -46 -0.2%
MC
266
Middleton & Co
Massachusetts
$4.11M -$102K -500 -2%
DPAM
267
Degroof Petercam Asset Management
Belgium
$4.1M +$246K +1,200 +6%
BMCM
268
Bryn Mawr Capital Management
Pennsylvania
$4.1M -$13.3K -65 -0.3%
SEI Investments
269
SEI Investments
Pennsylvania
$4.02M +$160K +779 +4%
GAM
270
Griffin Asset Management
New York
$3.99M +$58.6K +286 +1%
FHB
271
First Hawaiian Bank
Hawaii
$3.96M -$231K -1,129 -6%
NA
272
NewEdge Advisors
Louisiana
$3.95M -$185K -902 -4%
MF
273
Magnetar Financial
Illinois
$3.94M +$3.94M +19,254 New
YCM
274
Yousif Capital Management
Michigan
$3.85M +$555K +2,709 +17%
1832 Asset Management
275
1832 Asset Management
Ontario, Canada
$3.84M +$2.81M +13,741 +275%
9 10
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