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Broadridge
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Overview Fund Activity

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$100M
2
BlackRock
BlackRock
New York
$1.99B
3
Capital International Investors
Capital International Investors
California
$669M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.81B
5
State Street
State Street
Massachusetts
$1.01B

Top Sellers

1
Millennium Management
Millennium Management
New York
$27.1M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$906K
4
Man Group
Man Group
United Kingdom
$27.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$166M +$4.91M +24,899 +3%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$158M +$5.64M +28,614 +4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$150M +$17.7M +89,900 +13%
Goldman Sachs
29
Goldman Sachs
New York
$137M +$10.2M +51,742 +8%
Bank of America
30
Bank of America
North Carolina
$136M -$20.6M -104,327 -13%
Charles Schwab
31
Charles Schwab
California
$131M +$3.28M +16,639 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$130M -$1.14M -5,782 -0.9%
CIM
33
Confluence Investment Management
Missouri
$129M -$9.86M -50,049 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$121M -$7.29M -36,985 -6%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$115M -$24.4M -123,984 -17%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$103M -$3.29M -16,716 -3%
Parnassus Investments
37
Parnassus Investments
California
$100M -$6.68M -33,913 -6%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$100M +$81.9M +415,917 +451%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$99M +$20.4M +103,242 +26%
Amundi
40
Amundi
France
$96.1M -$3.44M -17,219 -3%
AllianceBernstein
41
AllianceBernstein
Tennessee
$93.1M +$67.4K +342 +0.1%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$91.8M -$1.64M -8,119 -2%
Norges Bank
43
Norges Bank
Norway
$88.1M +$1.39M +7,036 +2%
ECM
44
Ensemble Capital Management
California
$87.6M +$11.7M +59,528 +15%
RG
45
Rathbones Group
United Kingdom
$86.6M -$29.7K -151 -0%
RJA
46
Raymond James & Associates
Florida
$79.6M +$1.04M +5,256 +1%
BFM
47
Boston Financial Management
Massachusetts
$77.5M +$382K +1,937 +0.5%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$75.6M +$393K +1,997 +0.5%
EARNEST Partners
49
EARNEST Partners
Georgia
$71.5M -$279K -1,416 -0.4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$68.7M -$709K -3,600 -1%
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