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Broadridge
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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 %
OPS
276
Orion Portfolio Solutions
Nebraska
$3.42M -$399K -1,993 -10%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$3.38M -$161K -782 -5%
SWP
278
Stratos Wealth Partners
Ohio
$3.36M -$5.35K -26 -0.2%
ASN
279
Advisory Services Network
Georgia
$3.35M -$81.5K -396 -2%
IG
280
ING Group
Netherlands
$3.31M +$263K +1,277 +9%
YCM
281
Yousif Capital Management
Michigan
$3.31M -$151K -736 -4%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$3.28M -$28.6K -139 -0.9%
JF
283
Jump Financial
Illinois
$3.28M -$4.44M -21,585 -58%
MOACM
284
Mutual of America Capital Management
New York
$3.24M -$162K -786 -5%
SWM
285
Sugarloaf Wealth Management
Georgia
$3.22M +$88.1K +428 +3%
IWC
286
Integrated Wealth Concepts
Massachusetts
$3.2M +$2.1M +10,191 +190%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$3.19M +$152K +740 +5%
OAM
288
Occidental Asset Management
California
$3.17M +$32.9K +160 +1%
PGAM
289
Princeton Global Asset Management
New Jersey
$3.14M +$117K +569 +4%
Jane Street
290
Jane Street
New York
$3.14M -$4.73M -23,010 -60%
CWM
291
CIBC World Markets
New York
$3.12M +$1.78M +8,641 +133%
CAN
292
Cetera Advisor Networks
California
$3.08M +$176K +855 +6%
SWS
293
SYSTM Wealth Solutions
Illinois
$2.99M +$103K +501 +4%
FNT
294
First National Trust
Pennsylvania
$2.95M – – –
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$1.05M +5,100 +56%
MLM
296
Mount Lucas Management
Pennsylvania
$2.92M +$2.92M +14,185 New
ZB
297
Zions Bancorporation
Utah
$2.9M +$187K +907 +7%
AP
298
Appleton Partners
Massachusetts
$2.84M -$137K -665 -5%
SPIA
299
Steward Partners Investment Advisory
New York
$2.81M -$35.6K -173 -1%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$2.8M +$592K +2,877 +27%
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