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Broadridge
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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 %
FWM
526
Forza Wealth Management
Florida
$615K -$30.7K -150 -5%
GC
527
Guggenheim Capital
Illinois
$610K +$20.1K +98 +3%
PI
528
PFG Investments
New York
$609K +$609K +2,975 New
BFS
529
Bradley Foster & Sargent
Connecticut
$608K +$4.92K +24 +0.8%
AFG
530
Albion Financial Group
Utah
$606K +$14.3K +70 +2%
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$604K +$36.7K +179 +6%
BFA
532
Beaumont Financial Advisors
Massachusetts
$600K – – –
SAM
533
Sompo Asset Management
Japan
$598K -$96.3K -470 -14%
PIM
534
Plato Investment Management
Australia
$590K +$590K +2,879 New
IFU
535
iSAM Funds (UK)
United Kingdom
$588K +$588K +2,872 New
P
536
Pitcairn
Pennsylvania
$571K +$4.1K +20 +0.7%
WA
537
Wambolt & Associates
Colorado
$570K -$509K -2,503 -47%
ONB
538
Old National Bancorp
Indiana
$567K -$36.7K -179 -6%
TPCW
539
TD Private Client Wealth
New York
$559K -$126K -615 -18%
CT
540
Chicago Trust
Illinois
$559K – – –
SB
541
Simmons Bank
Arkansas
$551K -$17.2K -84 -3%
WA
542
WealthTrust Axiom
Pennsylvania
$549K – – –
ATC
543
Argent Trust Co
Tennessee
$543K +$50.6K +247 +10%
AAM
544
AMI Asset Management
California
$541K -$20.3K -99 -4%
Wolverine Trading
545
Wolverine Trading
Illinois
$533K +$227K +1,106 +74%
AIMCA
546
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$533K – – –
NIM
547
NEOS Investment Management
Connecticut
$529K +$187K +912 +55%
KA
548
Kintegral Advisory
New York
$529K -$1.65K -8 -0.3%
Public Sector Pension Investment Board (PSP Investments)
549
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$529K -$20.5K -100 -4%
HCA
550
Harbor Capital Advisors
Illinois
$524K +$524K +2,560 New
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