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Broadridge
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Overview Fund Activity

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M

Top Buyers

1
Amundi
Amundi
France
$196M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$87.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$51.8M
4
JCM
Junto Capital Management
New York
$45.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$510M
2
APG Asset Management
APG Asset Management
Netherlands
$532M
3
Capital International Investors
Capital International Investors
California
$591M
4
Morgan Stanley
Morgan Stanley
New York
$1.15B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$188M -$1.89M -8,811 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$188M +$6.11M +28,403 +3%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$176M +$3.39M +15,775 +2%
Goldman Sachs
29
Goldman Sachs
New York
$150M +$1.1M +5,122 +0.7%
Bank of America
30
Bank of America
North Carolina
$149M +$927K +4,309 +0.6%
Charles Schwab
31
Charles Schwab
California
$142M -$260K -1,209 -0.2%
CIM
32
Confluence Investment Management
Missouri
$138M -$2.29M -10,643 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$136M -$5.32M -24,754 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$121M -$11M -51,320 -8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$116M -$10.2M -47,619 -8%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$114M +$5.95M +27,869 +5%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$106M -$1.58M -7,347 -1%
Parnassus Investments
38
Parnassus Investments
California
$105M -$3.91M -18,206 -4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$102M +$334K +1,555 +0.3%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$94.9M -$2.95M -13,728 -3%
RG
41
Rathbones Group
United Kingdom
$94.5M – – –
Deutsche Bank
42
Deutsche Bank
Germany
$92.8M +$20.6M +95,697 +28%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$91.1M -$72.2M -335,670 -44%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$87.2M +$86.2M +400,852 +8,712%
RJA
45
Raymond James & Associates
Florida
$87.1M +$168K +783 +0.2%
BFM
46
Boston Financial Management
Massachusetts
$82.5M -$2.02M -9,403 -2%
EARNEST Partners
47
EARNEST Partners
Georgia
$82.3M +$4.29M +19,949 +5%
ECM
48
Ensemble Capital Management
California
$81.9M -$13.7M -63,820 -14%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$80.1M +$22.9M +106,883 +40%
Swiss National Bank
50
Swiss National Bank
Switzerland
$75.4M +$452K +2,100 +0.6%
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