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Broadridge
BR

Overview Fund Activity

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.32B
2
Man Group
Man Group
United Kingdom
+$88.9M
3
Millennium Management
Millennium Management
New York
+$74.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.6M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$174M
2
Select Equity Group
Select Equity Group
New York
-$53.5M
3
Parnassus Investments
Parnassus Investments
California
-$52.8M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$35.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QEI
526
QSV Equity Investors
Illinois
$549K +$549K +2,666 New
HNB
527
Huntington National Bank
Ohio
$547K -$823 -4 -0.2%
PCM
528
Prelude Capital Management
New York
$537K -$14.2K -69 -3%
AIMCA
529
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$535K – – –
GS
530
GTS Securities
New York
$535K +$234K +1,135 +78%
ECM
531
Everence Capital Management
Indiana
$534K – – –
KA
532
Kintegral Advisory
New York
$533K +$533K +2,579 New
VFA
533
Voya Financial Advisors
Connecticut
$502K -$2.26K -11 -0.4%
CPA
534
Court Place Advisors
Maryland
$499K – – –
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$497K -$8.64K -42 -2%
ATC
536
Argent Trust Co
Tennessee
$495K +$9.05K +44 +2%
SI
537
Seeds Investor
New York
$494K +$494K +2,403 New
VI
538
Vestcor Inc
New Brunswick, Canada
$491K -$6.39K -31 -1%
Nomura Holdings
539
Nomura Holdings
Japan
$490K +$490K +2,380 New
GSEP
540
Golden State Equity Partners
California
$485K +$113K +551 +31%
SW
541
Simplicity Wealth
New Jersey
$483K +$483K +2,348 New
SIA
542
SeaBridge Investment Advisors
New Jersey
$482K -$158K -770 -25%
CFG
543
Citizens Financial Group
Rhode Island
$482K +$16.7K +81 +4%
AWM
544
Apollon Wealth Management
South Carolina
$480K +$24.3K +118 +5%
UCFA
545
United Capital Financial Advisors
Texas
$479K +$479K +2,330 New
PA
546
Procyon Advisors
Connecticut
$477K +$10.7K +52 +2%
VSQM
547
V-Square Quantitative Management
Illinois
$477K +$107K +521 +29%
RCM
548
Radnor Capital Management
Pennsylvania
$472K +$44.3K +215 +10%
Wellington Management Group
549
Wellington Management Group
Massachusetts
$470K +$65.2K +317 +16%
CT
550
Cambridge Trust
Massachusetts
$470K -$5.76K -28 -1%
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