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Broadridge

1,051 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 393 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.06M

68% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 78

17% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 337

11% more capital invested

Capital invested by funds: $22.3B → $24.9B (+$2.57B)

4% more funds holding

Funds holding: 1,0121,051 (+39)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.06% less ownership

Funds ownership: 89.34%89.28% (-0.06%)

Holders
1,051
Holders Change
+39
Holders Change %
+3.85%
% of All Funds
13.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
131
Increased
393
Reduced
337
Closed
78
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$202M +$4.82M +21,540 +2%
Franklin Resources
27
Franklin Resources
California
$201M -$9.06M -40,440 -4%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$197M +$11.9M +53,309 +7%
Goldman Sachs
29
Goldman Sachs
New York
$190M +$31.2M +139,466 +20%
Amundi
30
Amundi
France
$167M -$39.1M -174,726 -19%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$162M +$18.3M +81,737 +13%
Charles Schwab
32
Charles Schwab
California
$155M +$5.24M +23,376 +4%
CIM
33
Confluence Investment Management
Missouri
$143M -$2.28M -10,174 -2%
Bank of America
34
Bank of America
North Carolina
$135M -$21.7M -97,074 -14%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$120M -$1.56M -6,961 -1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$119M -$8.69M -38,807 -7%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$113M -$7.43M -33,179 -6%
JP Morgan Chase
38
JP Morgan Chase
New York
$113M +$16.6M +74,039 +17%
AllianceBernstein
39
AllianceBernstein
Tennessee
$108M +$438K +1,956 +0.4%
Norges Bank
40
Norges Bank
Norway
$107M +$11.4M +50,922 +12%
Deutsche Bank
41
Deutsche Bank
Germany
$105M +$7.78M +34,734 +8%
Raymond James Financial
42
Raymond James Financial
Florida
$104M +$104M +462,055 New
Parnassus Investments
43
Parnassus Investments
California
$104M -$6.85M -30,569 -6%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$100M -$1.17M -5,244 -1%
RG
45
Rathbones Group
United Kingdom
$99.4M -$7.39K -33 -0%
Corient Private Wealth
46
Corient Private Wealth
Florida
$99.2M +$88M +392,695 +883%
UBS Group
47
UBS Group
Switzerland
$94M +$15.1M +67,206 +19%
N
48
Nuveen
North Carolina
$87.8M -$23.8M -106,457 -22%
BFM
49
Boston Financial Management
Massachusetts
$87.7M +$897K +4,003 +1%
Millennium Management
50
Millennium Management
New York
$86.8M +$29.5M +131,514 +52%

BR Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2024, worth a combined $24.9B — up 11% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BR positions and 78 closed out — a net gain of 53 holders — while 393 added to existing stakes and 337 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was APG Asset Management, cutting an estimated $244M.

  • 1,051 institutional investors held Broadridge (BR) as of Q4 2024, up from 1,012 in Q3 2024.
  • Funds reported $24.9B of Broadridge stock for Q4 2024, up 11% quarter-over-quarter.
  • 131 funds opened new Broadridge positions in Q4 2024 and 78 closed out, a net change of +53 holders.
  • The largest Broadridge buyer in Q4 2024 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Broadridge seller in Q4 2024 was APG Asset Management, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.