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Broadridge
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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
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$137M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$585M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.23B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
Parnassus Investments
Parnassus Investments
California
$111M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
5
ACA
Anchor Capital Advisors
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$163M +$28.3M +138,343 +21%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$158M +$25.6M +124,929 +19%
UBS AM
28
UBS AM
Illinois
$152M +$1.96M +9,561 +1%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$145M -$4.71M -22,983 -3%
CIM
30
Confluence Investment Management
Missouri
$144M -$9.31M -45,437 -6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$137M +$61.9M +301,941 +82%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$136M -$328K -1,600 -0.2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$134M -$813K -3,970 -0.6%
Charles Schwab
34
Charles Schwab
California
$132M +$2.4M +11,725 +2%
Goldman Sachs
35
Goldman Sachs
New York
$132M +$34.9M +170,366 +36%
Parnassus Investments
36
Parnassus Investments
California
$111M -$51.9M -253,373 -32%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$111M -$7.77M -37,916 -7%
Millennium Management
38
Millennium Management
New York
$107M +$8.1M +39,552 +8%
AllianceBernstein
39
AllianceBernstein
Tennessee
$96.8M -$1.53M -7,483 -2%
Amundi
40
Amundi
France
$96.3M +$13.1M +67,863 +16%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$94.1M -$2.16M -10,620 -2%
Norges Bank
42
Norges Bank
Norway
$90.2M +$22.9M +111,616 +34%
RG
43
Rathbones Group
United Kingdom
$90.1M +$94K +459 +0.1%
Man Group
44
Man Group
United Kingdom
$83M -$5.57M -27,179 -6%
RJA
45
Raymond James & Associates
Florida
$81.7M -$70.5K -344 -0.1%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$81.7M +$2.46M +11,990 +3%
BFM
47
Boston Financial Management
Massachusetts
$80.2M +$1.17M +5,694 +1%
ECM
48
Ensemble Capital Management
California
$78.9M +$8.36M +40,786 +12%
Mackenzie Financial
49
Mackenzie Financial
Ontario, Canada
$78.2M +$152K +740 +0.2%
First Trust Advisors
50
First Trust Advisors
Illinois
$76.8M -$14.8M -72,382 -16%
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