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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 %
SRC
551
Shufro Rose & Co
New York
$512K – – –
UCFA
552
United Capital Financial Advisors
Texas
$508K +$30.5K +149 +6%
IGAM
553
iA Global Asset Management
Quebec, Canada
$499K +$173K +845 +53%
Marshall Wace
554
Marshall Wace
United Kingdom
$492K +$256K +1,250 +109%
SIC
555
Samalin Investment Counsel
New York
$488K -$142K -691 -23%
VI
556
Vestcor Inc
New Brunswick, Canada
$484K -$4.3K -21 -0.9%
SIA
557
SeaBridge Investment Advisors
New Jersey
$480K – – –
PA
558
Procyon Advisors
Connecticut
$478K +$2.66K +13 +0.6%
VFA
559
Voya Financial Advisors
Connecticut
$477K -$20K -98 -4%
VSQM
560
V-Square Quantitative Management
Illinois
$475K – – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$474K +$53.3K +260 +13%
PMFA
562
Plante Moran Financial Advisors
Michigan
$471K +$25.6K +125 +6%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$471K -$23.8K -116 -5%
MAS
564
Meeder Advisory Services
Ohio
$469K +$7.17K +35 +2%
EI
565
Ellevest Inc
New York
$468K +$6.15K +30 +1%
LJHT
566
Laurie J. Hall Trustee
$461K – – –
EB
567
Exchange Bank
California
$461K -$3.28K -16 -0.7%
SWM
568
Segment Wealth Management
Texas
$460K – – –
CFG
569
Citizens Financial Group
Rhode Island
$457K -$22.7K -111 -5%
RMC
570
Resources Management Corp
Connecticut
$457K +$37.7K +184 +9%
SSA
571
Schonfeld Strategic Advisors
New York
$453K -$457K -2,233 -50%
LA
572
LVW Advisors
New York
$452K +$194K +948 +75%
N
573
Natixis
France
$451K +$447K +2,181 +9,914%
MG
574
Mather Group
Illinois
$447K -$123K -600 -22%
HNB
575
Huntington National Bank
Ohio
$445K -$98.9K -483 -18%
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