BR icon

Broadridge
BR

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 %
FCBT
351
First Citizens Bank & Trust
North Carolina
$2.1M +$2.1M +10,241 New
LF
352
Lantz Financial
Illinois
$2.08M -$157K -768 -7%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$2.07M -$840K -4,100 -29%
GT
354
Greenleaf Trust
Michigan
$2.06M -$3.24M -15,816 -61%
DIA
355
Dean Investment Associates
Ohio
$2.05M +$11.1K +54 +0.5%
LIM
356
Leavell Investment Management
Alabama
$2.04M – – –
PAM
357
Panagora Asset Management
Massachusetts
$2.02M -$1.52M -7,398 -43%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$2.01M -$15.8K -77 -0.8%
PA
359
Pinnacle Associates
New York
$2M -$60.6K -296 -3%
GIBU
360
Gulf International Bank (UK)
United Kingdom
$1.99M +$10K +49 +0.5%
MCM
361
MAI Capital Management
Ohio
$1.97M +$350K +1,710 +22%
TRSOTSOK
362
Teachers Retirement System of the State of Kentucky
Kentucky
$1.97M -$109K -530 -5%
CA
363
Cetera Advisors
Colorado
$1.95M +$780K +3,807 +66%
EWA
364
EP Wealth Advisors
California
$1.92M +$67K +327 +4%
NIC
365
Northwest Investment Counselors
Oregon
$1.92M -$16.2K -79 -0.8%
QCM
366
Quantinno Capital Management
New York
$1.91M -$205 -1 -0%
SFI
367
Siemens Fonds Invest
Germany
$1.88M -$9.63K -47 -0.5%
PI
368
PGGM Investments
Netherlands
$1.85M – – –
KRS
369
Kentucky Retirement Systems
Kentucky
$1.83M -$96.1K -469 -5%
KNW
370
Kesler Norman & Wride
Utah
$1.8M -$372K -1,815 -17%
AFA
371
Abacus FCF Advisors
Florida
$1.8M +$7.38K +36 +0.4%
LA
372
Legacy Advisors
Pennsylvania
$1.79M +$81K +394 +5%
DILIC
373
Dai-ichi Life Insurance Company
Japan
$1.79M – – –
BCM
374
Buckhead Capital Management
Georgia
$1.78M -$3.48K -17 -0.2%
SAM
375
Silvercrest Asset Management
New York
$1.76M -$5.12K -25 -0.3%
13 14
15
16 17