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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 %
DC
676
Davenport & Co
Virginia
$281K – – –
WPC
677
Wedmont Private Capital
Pennsylvania
$280K +$14.1K +68 +5%
AC
678
Apella Capital
Connecticut
$280K – – –
MYIA
679
Mount Yale Investment Advisors
Colorado
$279K -$13.9K -68 -5%
AB
680
Atlas Brown
Kentucky
$277K +$205 +1 +0.1%
CICI
681
Capital Investment Counsel Inc
North Carolina
$277K – – –
MPM
682
MBB Public Markets
Illinois
$273K +$273K +1,331 New
MIP
683
Marietta Investment Partners
Wisconsin
$272K +$272K +1,330 New
TIA
684
Traphagen Investment Advisors
New Jersey
$272K +$14.8K +72 +6%
SFA
685
Souders Financial Advisors
Ohio
$267K -$17.4K -85 -6%
CFA
686
CWS Financial Advisors
Michigan
$263K -$743K -3,626 -74%
FIA
687
Foundations Investment Advisors
Arizona
$262K -$5.74K -28 -2%
MA
688
Mutual Advisors
Nebraska
$262K +$11.7K +57 +5%
HT
689
Headlands Technologies
Illinois
$260K +$260K +1,269 New
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$259K +$2.87K +14 +1%
XT
691
XTX Topco
Cayman Islands
$257K +$6.76K +33 +3%
VWM
692
Venturi Wealth Management
Texas
$255K +$30.1K +147 +13%
CI
693
Cigna Investments
Connecticut
$255K – – –
HIC
694
Harvey Investment Company
Kentucky
$254K – – –
TA
695
TrueWealth Advisors
Alabama
$253K -$124K -606 -33%
BCM
696
Brookstone Capital Management
Illinois
$253K +$253K +1,234 New
RCAG
697
Rehmann Capital Advisory Group
Michigan
$252K +$2.05K +10 +0.8%
EL
698
EWA LLC
Pennsylvania
$252K -$10.2K -52 -4%
HFM
699
Harvest Fund Management
China
$252K -$79.6K -389 -24%
BAM
700
Belpointe Asset Management
Nevada
$250K +$250K +1,218 New
26 27
28
29 30