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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 %
Squarepoint
326
Squarepoint
New York
$2.39M +$1.68M +8,177 +235%
Connor, Clark & Lunn Investment Management (CC&L)
327
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.37M +$2.37M +11,562 New
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$2.35M +$69.2K +338 +3%
SFCL
329
Strengthening Families & Communities LLC
Massachusetts
$2.34M +$91.2K +445 +4%
SLC
330
Second Line Capital
Louisiana
$2.32M +$79.4K +386 +4%
SA
331
SRN Advisors
Pennsylvania
$2.31M +$278K +1,357 +14%
SMDAM
332
Sumitomo Mitsui DS Asset Management
Japan
$2.31M -$7.99K -39 -0.3%
ZB
333
Zions Bancorporation
Utah
$2.29M -$595K -2,906 -21%
FIM
334
Fruth Investment Management
Texas
$2.29M -$123K -600 -5%
MAA
335
Mraz Amerine & Associates
California
$2.26M -$25.6K -125 -1%
LOAME
336
Lombard Odier Asset Management (Europe)
United Kingdom
$2.25M -$307K -1,500 -12%
DF
337
Donoghue Forlines
Massachusetts
$2.23M +$172K +839 +8%
WI
338
WBI Investments
New Jersey
$2.22M +$2.22M +10,828 New
TCA
339
Transcend Capital Advisors
New Jersey
$2.2M +$541K +2,641 +33%
EMPI
340
Elo Mutual Pension Insurance
Finland
$2.2M +$89.5K +437 +4%
BBVA
341
Banco Bilbao Vizcaya Argentaria
Spain
$2.19M -$175K -854 -7%
RFC
342
Regions Financial Corp
Alabama
$2.17M +$49.8K +243 +2%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$2.16M +$1.21M +5,883 +126%
CCM
344
Coldstream Capital Management
Washington
$2.15M -$336K -1,638 -13%
GWANC
345
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.15M -$4.71K -23 -0.2%
RC
346
Roundview Capital
New Jersey
$2.15M +$75.2K +367 +4%
OAM
347
Oppenheimer Asset Management
New York
$2.14M -$392K -1,913 -15%
Wealthfront Advisers
348
Wealthfront Advisers
California
$2.13M -$83.4K -407 -4%
WA1
349
Wimmer Associates 1
California
$2.12M -$3.07K -15 -0.1%
TFP
350
Tilia Fiduciary Partners
North Carolina
$2.12M +$145K +708 +7%
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