Broadridge
1,012 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 357 increasing their positions, 354 reducing their positions, and 46 closing their positions.
470% more call options, than puts
Call options by funds: $37.1M | Put options by funds: $6.51M
202% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 46
9% more funds holding
Funds holding: 926 → 1,012 (+86)
7% more capital invested
Capital invested by funds: $20.8B → $22.3B (+$1.49B)
1% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 354
0.39% less ownership
Funds ownership: 89.73% → 89.34% (-0.39%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$88.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$83.8M |
| 3 |
Renaissance Technologies
New York
|
+$50.4M |
| 4 |
JCM
Junto Capital Management
New York
|
+$44M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$345M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$257M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$135M |
| 4 |
Morgan Stanley
New York
|
-$76.8M |
| 5 |
JP Morgan Chase
New York
|
-$70.2M |
BR Hedge Fund Activity: Q3 2024 in Review
1,012 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2024, worth a combined $22.3B — up 7.1% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new BR positions and 46 closed out — a net gain of 93 holders — while 357 added to existing stakes and 354 trimmed.
The largest buyer was Amundi, adding an estimated $88.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $345M.
- 1,012 institutional investors held Broadridge (BR) as of Q3 2024, up from 926 in Q2 2024.
- Funds reported $22.3B of Broadridge stock for Q3 2024, up 7.1% quarter-over-quarter.
- 139 funds opened new Broadridge positions in Q3 2024 and 46 closed out, a net change of +93 holders.
- The largest Broadridge buyer in Q3 2024 was Amundi, an estimated $88.1M added.
- The largest Broadridge seller in Q3 2024 was T. Rowe Price Associates, an estimated $345M sold.
Based on aggregated 13F filings for Q3 2024.