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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 %
MSRPS
376
Maryland State Retirement & Pension System
Maryland
$1.74M – – –
A
377
AlphaQuest
New York
$1.71M +$255K +1,247 +18%
KAS
378
Kestra Advisory Services
Texas
$1.71M +$139K +679 +9%
LF
379
Lee Financial
Texas
$1.68M +$25.2K +123 +2%
PAS
380
Park Avenue Securities
New York
$1.66M +$2.46K +12 +0.1%
CIA
381
Concurrent Investment Advisors
Florida
$1.66M +$76.4K +373 +5%
HF
382
HRT Financial
New York
$1.65M +$1.65M +8,034 New
SL
383
Sentry LLC
Tennessee
$1.63M – – –
HCM
384
Hilton Capital Management
New York
$1.62M +$904K +4,411 +127%
IMRF
385
Illinois Municipal Retirement Fund
Illinois
$1.59M – – –
ACG
386
Allen Capital Group
Nebraska
$1.57M +$100K +490 +7%
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$1.56M -$62.1K -303 -4%
MHC
388
Meyer Handelman Company
New York
$1.56M -$203K -990 -12%
CAM
389
Cresset Asset Management
Illinois
$1.53M +$82.5K +401 +6%
Allspring Global Investments
390
Allspring Global Investments
North Carolina
$1.52M +$190K +926 +14%
FRM
391
Fox Run Management
Connecticut
$1.52M +$1.52M +7,397 New
WC
392
Waterloo Capital
Texas
$1.48M -$9.22K -45 -0.6%
PS
393
Principal Securities
Iowa
$1.47M +$146K +713 +11%
BAM
394
Boyar Asset Management
New York
$1.47M -$10.4K -51 -0.7%
NERM
395
New England Research & Management
Illinois
$1.47M +$1.47M +7,150 New
PCM
396
Prelude Capital Management
New York
$1.46M +$926K +4,520 +173%
NGA
397
Naples Global Advisors
Florida
$1.45M +$20.6K +100 +1%
Bessemer Group
398
Bessemer Group
New Jersey
$1.44M +$22.3K +109 +2%
QCM
399
QRG Capital Management
Illinois
$1.44M +$604K +2,950 +73%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$1.41M -$41K -200 -3%
14 15
16
17 18