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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 %
NAM
301
Nissay Asset Management
Japan
$2.73M +$121K +589 +5%
HSA
302
HBK Sorce Advisory
Pennsylvania
$2.67M -$147K -713 -5%
RMSCM
303
R.M. Sincerbeaux Capital Management
New York
$2.65M – – –
SOADOR
304
State of Alaska Department of Revenue
Alaska
$2.62M -$277K -1,345 -10%
LOAME
305
Lombard Odier Asset Management (Europe)
United Kingdom
$2.57M -$926K -4,500 -26%
WT
306
Whittier Trust
California
$2.56M -$40.9K -199 -2%
OAM
307
Oppenheimer Asset Management
New York
$2.55M -$178K -865 -7%
Cambridge Investment Research Advisors
308
Cambridge Investment Research Advisors
Iowa
$2.51M +$118K +572 +5%
BFG
309
Bleakley Financial Group
New Jersey
$2.5M +$2.88K +14 +0.1%
CCM
310
Coldstream Capital Management
Washington
$2.5M +$119K +580 +5%
SIA
311
Schechter Investment Advisors
Michigan
$2.48M -$114K -553 -4%
SS
312
Simplicity Solutions
Minnesota
$2.48M -$22K -107 -0.9%
FIM
313
Fruth Investment Management
Texas
$2.42M -$365K -1,775 -13%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$2.39M +$154K +747 +7%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$2.38M +$59.3K +288 +3%
SMDAM
316
Sumitomo Mitsui DS Asset Management
Japan
$2.32M +$47.9K +233 +2%
APWM
317
Atlas Private Wealth Management
New York
$2.31M +$61.9K +301 +3%
MAA
318
Mraz Amerine & Associates
California
$2.3M – – –
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$2.29M -$29.8K -145 -1%
SFCL
320
Strengthening Families & Communities LLC
Massachusetts
$2.26M +$130K +630 +6%
SLC
321
Second Line Capital
Louisiana
$2.25M +$2.25M +10,894 New
LF
322
Lantz Financial
Illinois
$2.25M +$15K +73 +0.7%
Wealthfront Advisers
323
Wealthfront Advisers
California
$2.23M +$698K +3,394 +46%
KNW
324
Kesler Norman & Wride
Utah
$2.18M +$8.23K +40 +0.4%
GWANC
325
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.16M +$40.3K +196 +2%
11 12
13
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