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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 %
UM
426
UniSuper Management
Australia
$1.24M +$980K +4,783 +384%
CCA
427
Catalyst Capital Advisors
New York
$1.23M +$35.6K +174 +3%
NMERB
428
New Mexico Educational Retirement Board
New Mexico
$1.22M -$41K -200 -3%
NS
429
NBC Securities
Alabama
$1.22M +$195K +951 +19%
TH
430
TCTC Holdings
Texas
$1.21M – – –
TRCT
431
Tower Research Capital (TRC)
New York
$1.21M -$2.74M -13,370 -69%
MFG
432
Merit Financial Group
Georgia
$1.19M +$369K +1,855 +45%
YIH
433
Y-Intercept (HK)
Hong Kong
$1.19M +$1.19M +5,808 New
CIC
434
Crawford Investment Counsel
Georgia
$1.19M -$8.19K -40 -0.7%
Lido Advisors
435
Lido Advisors
California
$1.18M +$21.2K +103 +2%
MAM
436
Meeder Asset Management
Ohio
$1.18M +$1.18M +5,749 New
TIAA Trust, National Association
437
TIAA Trust, National Association
North Carolina
$1.12M +$10.7K +52 +1%
AAS
438
Avantax Advisory Services
Texas
$1.1M +$7.78K +38 +0.7%
BPA
439
Beacon Pointe Advisors
California
$1.09M -$189K -925 -15%
HFS
440
Hantz Financial Services
Michigan
$1.09M -$67K -327 -6%
CIC
441
Cornercap Investment Counsel
Georgia
$1.09M +$2.25K +11 +0.2%
EAMA
442
EFG Asset Management (Americas)
Florida
$1.08M -$301K -1,471 -22%
UH
443
Unigestion Holding
Switzerland
$1.07M +$180K +880 +20%
JIC
444
Johnson Investment Counsel
Ohio
$1.06M +$4.1K +20 +0.4%
PFS
445
Prospera Financial Services
Texas
$1.05M +$24.4K +119 +2%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$1.04M +$123K +600 +13%
HH
447
Hilltop Holdings
Texas
$1.04M -$305K -1,491 -23%
O
448
Ossiam
France
$1.04M +$31.1K +152 +3%
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$1.03M -$18.2K -89 -2%
PGCM
450
Prescott Group Capital Management
Oklahoma
$1.02M +$1.02M +5,000 New
16 17
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