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Broadridge
BR

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 %
PP
401
Pegasus Partners
Wisconsin
$1.33M -$147K -713 -10%
MGP
402
Metis Global Partners
California
$1.33M -$98.3K -478 -7%
BPA
403
Beacon Pointe Advisors
California
$1.29M -$313K -1,520 -20%
RJT
404
Raymond James Trust
Florida
$1.27M +$19.8K +96 +2%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$1.27M – – –
CG
406
Castellan Group
Kentucky
$1.25M +$1.25M +6,098 New
BEI
407
Benjamin Edwards Inc
Missouri
$1.24M -$5.35K -26 -0.4%
TH
408
TCTC Holdings
Texas
$1.22M +$411 +2 +0%
CCA
409
Catalyst Capital Advisors
New York
$1.2M -$260K -1,263 -18%
CIC
410
Crawford Investment Counsel
Georgia
$1.2M +$22K +107 +2%
CA
411
Cetera Advisors
Colorado
$1.18M +$154K +749 +15%
Lido Advisors
412
Lido Advisors
California
$1.16M -$31.4K -152 -3%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$88.7K +431 +8%
HFS
414
Hantz Financial Services
Michigan
$1.16M -$80.6K -392 -7%
TIAA Trust, National Association
415
TIAA Trust, National Association
North Carolina
$1.11M -$70.2K -341 -6%
WBC
416
Westpac Banking Corp
Australia
$1.1M +$1.04M +5,066 +1,689%
VPIM
417
Vanguard Personalized Indexing Management
California
$1.1M +$128K +624 +13%
AAS
418
Avantax Advisory Services
Texas
$1.09M +$221K +1,076 +25%
WA
419
Wambolt & Associates
Colorado
$1.09M -$214K -1,038 -16%
EP
420
Edgestream Partners
New Jersey
$1.09M +$1.09M +5,296 New
CIC
421
Cornercap Investment Counsel
Georgia
$1.09M +$1.09M +5,295 New
JIC
422
Johnson Investment Counsel
Ohio
$1.06M -$7.2K -35 -0.7%
D.E. Shaw & Co
423
D.E. Shaw & Co
New York
$1.05M +$1.05M +5,117 New
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$1.05M -$15.2K -74 -1%
SC
425
Sepio Capital
Utah
$1.04M -$162K -788 -14%
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