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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 %
MC
451
Montag & Caldwell
Georgia
$1.02M -$5.12K -25 -0.5%
MC
452
Machina Capital
France
$1.01M +$1.01M +4,910 New
OC
453
Oppenheimer & Co
New York
$981K +$981K +4,790 New
OAM
454
Ostrum Asset Management
France
$981K +$6.76K +33 +0.7%
JCIA
455
Jackson Creek Investment Advisors
Colorado
$977K +$977K +4,769 New
MLICM
456
Metropolitan Life Insurance Company (MetLife)
New York
$973K -$7.99K -39 -0.8%
MAM
457
Martingale Asset Management
Massachusetts
$970K +$970K +4,736 New
CFGS
458
Concourse Financial Group Securities
Alabama
$954K +$45.2K +220 +5%
SAM
459
Strategy Asset Managers
California
$923K +$570K +2,783 +162%
SAW
460
Signal Advisors Wealth
Michigan
$922K +$466K +2,273 +102%
FT
461
Fiduciary Trust
Massachusetts
$916K -$29.9K -146 -3%
GT
462
Glenmede Trust
Pennsylvania
$913K +$32K +156 +4%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$911K +$911K +4,449 New
SC
464
Sepio Capital
Utah
$901K -$132K -643 -13%
LNC
465
Lincoln National Corp
Pennsylvania
$898K +$113K +550 +14%
NW
466
NewEdge Wealth
Pennsylvania
$888K +$6.64K +34 +0.8%
HAG
467
HighPoint Advisor Group
Illinois
$886K +$2.97K +15 +0.3%
VIM
468
Vinva Investment Management
Australia
$885K +$84.4K +412 +11%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$883K -$10.7K -52 -1%
DIP
470
DT Investment Partners
Pennsylvania
$875K – – –
BRWA
471
B. Riley Wealth Advisors
Florida
$859K +$264K +1,469 +44%
DTL
472
Dynamic Technology Lab
Singapore
$852K +$852K +4,159 New
TW
473
TrinityPoint Wealth
Connecticut
$852K +$14.1K +69 +2%
MWM
474
MorganRosel Wealth Management
Colorado
$848K +$848K +4,138 New
TFA
475
Teamwork Financial Advisors
Texas
$846K +$8.6K +42 +1%
17 18
19
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