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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 %
CIA
376
Concurrent Investment Advisors
Florida
$1.59M +$1.59M +7,732 New
KAS
377
Kestra Advisory Services
Texas
$1.57M +$177K +859 +13%
SAM
378
Securian Asset Management
Minnesota
$1.54M -$201K -976 -12%
WF
379
Welch & Forbes
Massachusetts
$1.53M – – –
WC
380
Waterloo Capital
Texas
$1.5M +$14.6K +71 +1%
BAM
381
Boyar Asset Management
New York
$1.49M -$16.5K -80 -1%
Vontobel Holding
382
Vontobel Holding
Switzerland
$1.49M +$1.11M +5,395 +295%
AWM
383
AE Wealth Management
Kansas
$1.48M -$63.6K -306 -4%
ACG
384
Allen Capital Group
Nebraska
$1.47M +$71.2K +346 +5%
SG Americas Securities
385
SG Americas Securities
New York
$1.47M +$554K +2,693 +61%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$1.46M -$41.2K -200 -3%
A
387
AlphaQuest
New York
$1.46M +$1.46M +7,095 New
OA
388
Oxbow Advisors
Texas
$1.45M -$4.73K -23 -0.3%
CAM
389
Cresset Asset Management
Illinois
$1.45M -$214K -1,038 -13%
NGA
390
Naples Global Advisors
Florida
$1.44M -$66.9K -324 -4%
TWM
391
Trueblood Wealth Management
Ohio
$1.43M +$1.43M +6,971 New
Bessemer Group
392
Bessemer Group
New Jersey
$1.42M -$61.8K -300 -4%
SFG
393
SNS Financial Group
Minnesota
$1.42M -$164K -796 -10%
RWP
394
RWA Wealth Partners
Massachusetts
$1.41M +$1.41M +6,858 New
EAMA
395
EFG Asset Management (Americas)
Florida
$1.38M -$108K -525 -7%
DCM
396
Dean Capital Management
Kansas
$1.37M -$14K -68 -1%
CS
397
Cannell & Spears
New York
$1.37M +$41.2K +200 +3%
HH
398
Hilltop Holdings
Texas
$1.35M -$56.8K -276 -4%
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$1.34M -$131K -637 -9%
PS
400
Principal Securities
Iowa
$1.33M +$1.33M +6,473 New
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16
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