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Broadridge
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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
13.36%
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
$2.55B
2
Man Group
Man Group
United Kingdom
$88.9M
3
Millennium Management
Millennium Management
New York
$99.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
5
APG Asset Management
APG Asset Management
Netherlands
$724M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$628M
2
Select Equity Group
Select Equity Group
New York
$0
3
Parnassus Investments
Parnassus Investments
California
$164M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$48.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parnassus Investments
26
Parnassus Investments
California
$164M -$52.8M -256,640 -24%
Legal & General Group
27
Legal & General Group
United Kingdom
$162M -$4.19M -20,387 -3%
CIM
28
Confluence Investment Management
Missouri
$154M -$7.27M -35,345 -5%
UBS AM
29
UBS AM
Illinois
$151M +$7.05M +34,275 +5%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$151M +$790K +3,840 +0.5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$137M -$4.71M -22,886 -3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$135M -$22.7M -110,434 -14%
Bank of America
33
Bank of America
North Carolina
$135M -$4.16M -20,206 -3%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$133M +$6.77M +32,909 +5%
Charles Schwab
35
Charles Schwab
California
$130M +$1.51M +7,350 +1%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$119M -$4.47M -21,709 -4%
Millennium Management
37
Millennium Management
New York
$99.5M +$74.6M +362,805 +301%
AllianceBernstein
38
AllianceBernstein
Tennessee
$98.7M -$2.28M -11,064 -2%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$97.5M -$215K -1,046 -0.2%
Goldman Sachs
40
Goldman Sachs
New York
$97.1M +$17.9M +86,853 +23%
First Trust Advisors
41
First Trust Advisors
Illinois
$92.1M +$1.52M +7,374 +2%
RG
42
Rathbones Group
United Kingdom
$90.4M -$140K -682 -0.2%
Man Group
43
Man Group
United Kingdom
$88.9M +$88.9M +432,283 New
Amundi
44
Amundi
France
$86.3M +$26.2M +131,104 +44%
RJA
45
Raymond James & Associates
Florida
$82.1M -$382K -1,856 -0.5%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$79.6M -$1.01M -4,901 -1%
BFM
47
Boston Financial Management
Massachusetts
$79.3M -$1.17M -5,690 -1%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$78.4M -$448K -2,178 -0.6%
SIC
49
Schwartz Investment Counsel
Michigan
$77M – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$76M -$2.1M -10,200 -3%
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