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Broadridge
BR

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
+$65.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.9M
5
Goldman Sachs
Goldman Sachs
New York
+$34.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$577M
3
Parnassus Investments
Parnassus Investments
California
-$51.9M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$33.9M
5
ACA
Anchor Capital Advisors
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
476
Empirical Finance
Pennsylvania
$846K +$29.5K +144 +4%
NB
477
Norinchukin Bank
Japan
$844K -$13.5K -66 -2%
SPA
478
Sherbrooke Park Advisers
New York
$839K +$471K +2,300 +128%
GWM
479
Guardian Wealth Management
Illinois
$835K -$37.9K -185 -4%
BFO
480
Biltmore Family Office
North Carolina
$823K – – –
ECAM
481
East Coast Asset Management
Massachusetts
$822K – – –
BHCM
482
Brevan Howard Capital Management
Jersey
$821K +$377K +1,840 +85%
KFA
483
Kelleher Financial Advisors
New York
$820K -$101K -495 -11%
BO
484
Bank OZK
Arkansas
$819K – – –
PAG
485
Private Advisor Group
New Jersey
$816K -$70.1K -342 -8%
CCM
486
Crew Capital Management
Ohio
$813K +$813K +3,971 New
KRSITF
487
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$796K -$62.3K -304 -7%
SF
488
Summit Financial
New Jersey
$779K -$32.3K -157 -4%
MFG
489
Menard Financial Group
Texas
$773K +$94.8K +463 +14%
SP
490
Symmetry Partners
Connecticut
$766K – – –
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$766K +$2.66K +13 +0.3%
TMAM
492
Tokio Marine Asset Management
Japan
$760K +$89.1K +435 +13%
GAM
493
Gotham Asset Management
New York
$756K +$53.5K +261 +8%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$755K +$34.2K +167 +5%
CMA
495
Cedar Mountain Advisors
Oregon
$752K +$410 +2 +0.1%
EAM
496
Eukles Asset Management
Ohio
$745K -$205 -1 -0%
Simplex Trading
497
Simplex Trading
Illinois
$737K +$737K +3,602 New
AI
498
Accredited Investors
Minnesota
$732K – – –
TCM
499
Tributary Capital Management
Nebraska
$717K -$179K -873 -20%
IEFM
500
IQ EQ Fund Management
Ireland
$712K -$24.6K -120 -3%
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