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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 %
PI
351
PGGM Investments
Netherlands
$1.86M – – –
TI
352
Tidal Investments
Wisconsin
$1.83M -$1.18M -5,753 -39%
FNA
353
First National Advisers
Nebraska
$1.82M +$184K +896 +11%
AFA
354
Abacus FCF Advisors
Florida
$1.8M +$1.8M +8,731 New
DILIC
355
Dai-ichi Life Insurance Company
Japan
$1.8M -$68.7K -334 -4%
BCM
356
Buckhead Capital Management
Georgia
$1.79M +$180K +875 +11%
SAM
357
Silvercrest Asset Management
New York
$1.77M -$55.6K -270 -3%
MHC
358
Meyer Handelman Company
New York
$1.77M – – –
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$1.75M +$186K +903 +12%
Voloridge Investment Management
360
Voloridge Investment Management
Florida
$1.75M +$402K +1,956 +30%
LA
361
Legacy Advisors
Pennsylvania
$1.72M -$187K -907 -10%
Cerity Partners
362
Cerity Partners
New York
$1.71M +$493K +2,395 +41%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$88.9K +432 +6%
TCA
364
Transcend Capital Advisors
New Jersey
$1.67M +$166K +809 +11%
PAS
365
Park Avenue Securities
New York
$1.67M -$101K -492 -6%
LF
366
Lee Financial
Texas
$1.66M -$1.03K -5 -0.1%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$1.64M +$378K +1,838 +30%
SL
368
Sentry LLC
Tennessee
$1.64M – – –
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$1.63M -$28K -136 -2%
MCM
370
MAI Capital Management
Ohio
$1.63M -$94.4K -459 -5%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$1.62M -$58.4K -284 -3%
Holocene Advisors
372
Holocene Advisors
New York
$1.61M -$2.3M -11,194 -59%
WP
373
Woodline Partners
California
$1.6M -$2.65M -12,893 -62%
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$1.6M – – –
CP
375
CenterBook Partners
Connecticut
$1.59M -$234K -1,137 -13%
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