BR icon

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 %
Federated Hermes
551
Federated Hermes
Pennsylvania
$468K +$241K +1,169 +106%
JCM
552
Jacobi Capital Management
Pennsylvania
$468K +$412 +2 +0.1%
EB
553
Exchange Bank
California
$466K +$3.29K +16 +0.7%
HWA
554
Heritage Wealth Advisors
Virginia
$464K – – –
EI
555
Ellevest Inc
New York
$464K +$33.5K +163 +8%
MAS
556
Meeder Advisory Services
Ohio
$464K +$173K +840 +59%
LJHT
557
Laurie J. Hall Trustee
$463K +$247K +1,200 +114%
SWM
558
Segment Wealth Management
Texas
$462K – – –
SAW
559
Signal Advisors Wealth
Michigan
$460K +$460K +2,227 New
WFA
560
Websterrogers Financial Advisors
South Carolina
$457K -$203K -987 -31%
TFS
561
Thoroughbred Financial Services
Tennessee
$454K -$21.2K -103 -4%
PMFA
562
Plante Moran Financial Advisors
Michigan
$448K – – –
SRC
563
Shufro Rose & Co
New York
$448K +$448K +2,500 New
BHCM
564
Brevan Howard Capital Management
Jersey
$446K +$446K +2,169 New
FIM
565
Freedom Investment Management
Connecticut
$442K +$72.4K +352 +20%
WA
566
Wealth Alliance
New York
$439K -$9.46K -46 -2%
SC
567
Savant Capital
Illinois
$438K +$146K +712 +50%
AC
568
Avestar Capital
New York
$431K -$1.45K -7 -0.3%
SWM
569
Spire Wealth Management
Virginia
$430K +$205 +1 +0%
CG
570
Caprock Group
Idaho
$430K -$4.96K -24 -1%
MAP
571
Moody Aldrich Partners
Massachusetts
$427K +$1.03K +5 +0.2%
AWM
572
Aberdeen Wealth Management
Illinois
$426K – – –
PFGIA
573
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$16.3K +79 +4%
RMC
574
Resources Management Corp
Connecticut
$421K -$19.6K -95 -4%
LAM
575
LifePro Asset Management
California
$420K – – –
21 22
23
24 25