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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 %
WF
401
Welch & Forbes
Massachusetts
$1.41M -$118K -575 -8%
RWP
402
RWA Wealth Partners
Massachusetts
$1.41M +$1.43K +7 +0.1%
SAM
403
Securian Asset Management
Minnesota
$1.4M -$125K -609 -8%
MGP
404
Metis Global Partners
California
$1.4M +$76.2K +372 +6%
SFG
405
SNS Financial Group
Minnesota
$1.4M -$16K -78 -1%
OA
406
Oxbow Advisors
Texas
$1.39M -$53.9K -263 -4%
TWM
407
Trueblood Wealth Management
Ohio
$1.39M -$41K -200 -3%
SFI
408
Susquehanna Fundamental Investments
Pennsylvania
$1.38M +$1.38M +6,730 New
VPIM
409
Vanguard Personalized Indexing Management
California
$1.37M +$279K +1,360 +25%
LTAS
410
Linden Thomas Advisory Services
North Carolina
$1.37M +$1.37M +6,689 New
DCM
411
Dean Capital Management
Kansas
$1.37M – – –
CS
412
Cannell & Spears
New York
$1.36M – – –
Jane Street
413
Jane Street
New York
$1.36M -$1.76M -8,582 -56%
Vontobel Holding
414
Vontobel Holding
Switzerland
$1.36M -$119K -579 -8%
MAM
415
Mirabaud Asset Management
United Kingdom
$1.36M -$527K -2,574 -28%
AWM
416
Apollon Wealth Management
South Carolina
$1.34M +$859K +4,193 +180%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$1.34M +$178K +871 +15%
Koshinski Asset Management
418
Koshinski Asset Management
Illinois
$1.33M -$300K -1,462 -18%
GFS
419
GYL Financial Synergies
Connecticut
$1.31M +$1.31M +6,393 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$1.31M -$361K -1,760 -22%
BEI
421
Benjamin Edwards Inc
Missouri
$1.29M +$49.8K +243 +4%
PP
422
Pegasus Partners
Wisconsin
$1.27M -$58.6K -286 -4%
DWM
423
Dynasty Wealth Management
Florida
$1.26M +$1.26M +6,143 New
RJT
424
Raymond James Trust
Florida
$1.25M -$16.4K -80 -1%
JF
425
Jump Financial
Illinois
$1.24M -$2.03M -9,907 -62%
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