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Broadridge
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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 %
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$2.88M -$546K -2,667 -16%
BCIM
302
British Columbia Investment Management
British Columbia, Canada
$2.87M +$83.2K +406 +3%
PFA
303
Peak Financial Advisors
Colorado
$2.82M +$2.82M +13,786 New
SPIA
304
Steward Partners Investment Advisory
New York
$2.82M +$17.4K +85 +0.6%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$2.8M +$297K +1,448 +12%
MWM
306
Modern Wealth Management
Kansas
$2.76M +$2.76M +13,482 New
NAM
307
Nissay Asset Management
Japan
$2.76M +$38.3K +187 +1%
AP
308
Appleton Partners
Massachusetts
$2.73M -$95.9K -468 -3%
FNA
309
First National Advisers
Nebraska
$2.72M +$993K +5,078 +57%
Allianz Asset Management
310
Allianz Asset Management
Germany
$2.72M -$1.91M -9,302 -41%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$2.7M +$814K +3,973 +43%
MLM
312
Mount Lucas Management
Pennsylvania
$2.69M -$212K -1,036 -7%
HSA
313
HBK Sorce Advisory
Pennsylvania
$2.66M -$1.64K -8 -0.1%
RMSCM
314
R.M. Sincerbeaux Capital Management
New York
$2.64M – – –
SOADOR
315
State of Alaska Department of Revenue
Alaska
$2.62M +$16.4K +80 +0.6%
CP
316
CenterBook Partners
Connecticut
$2.58M +$997K +4,868 +63%
CG
317
Castellan Group
Kentucky
$2.58M +$1.33M +6,505 +107%
WT
318
Whittier Trust
California
$2.54M -$9.83K -48 -0.4%
APWM
319
Atlas Private Wealth Management
New York
$2.54M +$237K +1,157 +10%
SIA
320
Schechter Investment Advisors
Michigan
$2.52M +$46.1K +225 +2%
KIC
321
Kensington Investment Counsel
California
$2.52M +$431K +2,106 +21%
IIM
322
INTECH Investment Management
Florida
$2.5M +$1.59M +7,739 +173%
BFG
323
Bleakley Financial Group
New Jersey
$2.48M -$14.8K -72 -0.6%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$2.45M +$71.7K +350 +3%
CWM
325
CIBC World Markets
New York
$2.42M -$686K -3,349 -22%
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