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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 %
MWM
501
MGB Wealth Management
Texas
$708K +$65.5K +320 +10%
Wellington Management Group
502
Wellington Management Group
Massachusetts
$707K +$239K +1,166 +51%
QCG
503
Quadrant Capital Group
Ohio
$701K -$40K -195 -5%
OFG
504
OmniStar Financial Group
North Carolina
$700K +$700K +3,416 New
LOAMU
505
Lombard Odier Asset Management (USA)
New York
$700K +$700K +3,415 New
CC
506
Cipher Capital
New York
$697K +$697K +3,403 New
SA
507
SpiderRock Advisors
Delaware
$686K +$686K +3,439 New
AFG
508
ABLE Financial Group
Arizona
$683K -$163K -795 -19%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$676K +$63.3K +309 +10%
DFG
510
Delta Financial Group
New Jersey
$675K – – –
DBRC
511
D.B. Root & Company
Pennsylvania
$662K – – –
AWS
512
Atria Wealth Solutions
New York
$661K -$65.4K -318 -9%
MMPW
513
Mitchell McLeod Pugh & Williams
Alabama
$657K – – –
MWM
514
Mission Wealth Management
California
$656K -$6.96K -34 -1%
IC
515
IEQ Capital
California
$650K +$42K +205 +7%
GA
516
Gateway Advisory
New Jersey
$649K – – –
FB
517
Fulton Bank
Pennsylvania
$648K +$2.25K +11 +0.3%
OIA
518
OneDigital Investment Advisors
Kansas
$644K +$4.92K +24 +0.8%
FTDI
519
First Trust Direct Indexing
Massachusetts
$641K +$40.1K +196 +7%
QT
520
Quantbot Technologies
New York
$641K +$641K +3,129 New
SWIM
521
Smallwood Wealth Investment Management
New Jersey
$638K +$638K +3,114 New
JFG
522
Jefferies Financial Group
New York
$626K -$199K -970 -24%
SWK
523
Stephen W. Kidder
$625K – – –
DAC
524
Dividend Assets Capital
South Carolina
$624K – – –
JCM
525
Jacobi Capital Management
Pennsylvania
$620K +$154K +753 +33%
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