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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 %
CGL
701
Clarius Group LLC
Washington
$249K -$39.7K -194 -14%
RWA
702
River Wealth Advisors
Pennsylvania
$249K -$23.6K -115 -9%
CIA
703
Choate Investment Advisors
Massachusetts
$248K +$4.3K +21 +2%
WS
704
Wedbush Securities
California
$247K +$247K +1,204 New
EBT
705
Enterprise Bank & Trust
Massachusetts
$246K – – –
HCM
706
Hudson Capital Management
New Jersey
$246K -$20.5K -100 -8%
PCS
707
Personal CFO Solutions
New Jersey
$246K -$3.9K -19 -2%
HKIMG
708
Hutchens & Kramer Investment Management Group
Indiana
$242K +$10.4K +51 +4%
JCM
709
Jacobsen Capital Management
Utah
$240K – – –
PWP
710
Phillips Wealth Planners
Mississippi
$239K -$4.26K -22 -2%
KFI
711
Key Financial Inc
Pennsylvania
$237K – – –
MA
712
MCF Advisors
Kentucky
$237K +$205 +1 +0.1%
SOS
713
Silver Oak Securities
Tennessee
$237K +$11.5K +56 +5%
SWM
714
Seaside Wealth Management
California
$234K +$1.02K +5 +0.4%
CC
715
Courier Capital
New York
$233K – – –
PNC
716
Park National Corp
Ohio
$232K – – –
DFA
717
Davies Financial Advisors
California
$229K +$229K +1,119 New
NP
718
Nilsine Partners
Colorado
$229K -$97.1K -474 -30%
TC
719
TwinBeech Capital
New York
$227K +$227K +1,106 New
AAP
720
Arax Advisory Partners
Colorado
$226K -$24.6K -120 -10%
PIM
721
Penobscot Investment Management
Massachusetts
$226K – – –
IC
722
Inscription Capital
Texas
$225K +$225K +1,100 New
CAM
723
Claret Asset Management
Quebec, Canada
$225K -$13.5K -66 -6%
CAS
724
CTC Alternative Strategies
Illinois
$225K +$225K +1,098 New
CA
725
Claro Advisors
Massachusetts
$224K +$2.05K +10 +0.9%
27 28
29
30 31