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Broadridge
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Overview Fund Activity

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$805M
2
Corient Private Wealth
Corient Private Wealth
Florida
$99.2M
3
State Street
State Street
Massachusetts
$1.26B
4
Northern Trust
Northern Trust
Illinois
$363M
5
BlackRock
BlackRock
New York
$2.38B

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$365M
2
Capital International Investors
Capital International Investors
California
$436M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.17B
5
Amundi
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$202M +$4.87M +21,540 +2%
Franklin Resources
27
Franklin Resources
California
$201M -$9.14M -40,440 -4%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$197M +$12.1M +53,309 +7%
Goldman Sachs
29
Goldman Sachs
New York
$190M +$31.5M +139,466 +20%
Amundi
30
Amundi
France
$167M -$40.1M -174,726 -19%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$162M +$18.5M +81,737 +13%
Charles Schwab
32
Charles Schwab
California
$155M +$5.29M +23,376 +4%
CIM
33
Confluence Investment Management
Missouri
$143M -$2.3M -10,174 -2%
Bank of America
34
Bank of America
North Carolina
$135M -$21.9M -97,074 -14%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$120M -$1.57M -6,961 -1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$119M -$8.77M -38,807 -7%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$113M -$7.48M -33,179 -6%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$113M +$16.7M +74,039 +17%
AllianceBernstein
39
AllianceBernstein
Tennessee
$108M +$442K +1,956 +0.4%
Norges Bank
40
Norges Bank
Norway
$107M +$107M +472,839 New
Deutsche Bank
41
Deutsche Bank
Germany
$105M +$7.85M +34,734 +8%
Raymond James Financial
42
Raymond James Financial
Florida
$104M +$104M +462,055 New
Parnassus Investments
43
Parnassus Investments
California
$104M -$6.91M -30,569 -6%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$100M -$1.2M -5,244 -1%
RG
45
Rathbones Group
United Kingdom
$99.4M -$7.46K -33 -0%
Corient Private Wealth
46
Corient Private Wealth
Florida
$99.2M +$89.1M +392,695 +883%
UBS Group
47
UBS Group
Switzerland
$94M +$15.2M +67,206 +19%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$87.8M -$24.1M -106,457 -22%
BFM
49
Boston Financial Management
Massachusetts
$87.7M +$905K +4,003 +1%
Millennium Management
50
Millennium Management
New York
$86.8M +$29.7M +131,514 +52%
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