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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 %
WPC
676
Wedmont Private Capital
Pennsylvania
$257K -$9.2K -46 -3%
CI
677
Cigna Investments
Connecticut
$257K – – –
UM
678
UniSuper Management
Australia
$257K +$71.4K +347 +39%
HIC
679
Harvey Investment Company
Kentucky
$255K – – –
FHC
680
First Heartland Consultants
Missouri
$255K +$255K +1,241 New
PWP
681
Phillips Wealth Planners
Mississippi
$253K -$5.63K -28 -2%
AAP
682
Arax Advisory Partners
Colorado
$252K -$54.1K -263 -18%
XT
683
XTX Topco
Cayman Islands
$251K +$251K +1,222 New
MA
684
Mutual Advisors
Nebraska
$251K +$7.2K +35 +3%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$251K – – –
PCS
686
Personal CFO Solutions
New Jersey
$251K -$4.94K -24 -2%
EBT
687
Enterprise Bank & Trust
Massachusetts
$247K +$247K +1,201 New
MA
688
MONECO Advisors
Connecticut
$247K -$3.7K -18 -1%
CIA
689
Choate Investment Advisors
Massachusetts
$245K +$245K +1,191 New
LNB
690
Ledyard National Bank
$244K +$244K +1,188 New
Empower Advisory Group
691
Empower Advisory Group
Colorado
$241K -$5.97K -29 -2%
SWA
692
Stratos Wealth Advisors
Ohio
$241K -$2.26K -11 -0.9%
JCM
693
Jacobsen Capital Management
Utah
$241K -$7.2K -35 -3%
CAM
694
Claret Asset Management
Quebec, Canada
$240K +$2.26K +11 +1%
KFI
695
Key Financial Inc
Pennsylvania
$238K – – –
MA
696
MCF Advisors
Kentucky
$238K – – –
Marshall Wace
697
Marshall Wace
United Kingdom
$237K -$5.1M -24,805 -96%
NPFS
698
Novak & Powell Financial Services
Florida
$235K +$235K +1,142 New
CCMG
699
Clark Capital Management Group
Pennsylvania
$235K -$280K -1,359 -54%
HKIMG
700
Hutchens & Kramer Investment Management Group
Indiana
$235K -$38.9K -189 -14%
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