BR icon

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
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$137M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$585M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.23B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
Parnassus Investments
Parnassus Investments
California
$111M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
5
ACA
Anchor Capital Advisors
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
51
Schwartz Investment Counsel
Michigan
$75.7M -$1.04M -5,100 -1%
EARNEST Partners
52
EARNEST Partners
Georgia
$74.6M +$15.4M +75,006 +26%
Swiss National Bank
53
Swiss National Bank
Switzerland
$72.2M -$3.48M -17,000 -5%
Deutsche Bank
54
Deutsche Bank
Germany
$68.1M +$2.39M +11,685 +4%
FAM
55
Fenimore Asset Management
New York
$61M -$17.8K -87 -0%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$60.8M -$1.35M -6,612 -2%
UBS Group
57
UBS Group
Switzerland
$59.5M +$21.3M +104,140 +56%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$57.6M -$701K -3,424 -1%
Luther King Capital Management (LKCM)
59
Luther King Capital Management (LKCM)
Texas
$57.4M -$926K -4,522 -2%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$57.3M +$57.3M +279,599 New
HSBC Holdings
61
HSBC Holdings
United Kingdom
$54.3M +$6.74M +32,921 +14%
LWCFA
62
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53.4M -$1.84M -9,491 -3%
LPL Financial
63
LPL Financial
California
$52.2M +$3.5M +17,096 +7%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$51.1M +$394K +1,922 +0.8%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$49.8M +$961K +4,689 +2%
GKIM
66
GW&K Investment Management
Massachusetts
$48.5M -$617K -3,011 -1%
LCOV
67
London Company of Virginia
Virginia
$47.3M -$2.66K -13 -0%
ACA
68
Anchor Capital Advisors
Massachusetts
$42.3M -$24M -117,212 -36%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$40.3M +$553K +2,698 +1%
PI
70
PineBridge Investments
New York
$40.1M +$13.2M +64,490 +49%
CCM
71
Copeland Capital Management
Pennsylvania
$39.3M +$1.36M +6,625 +4%
BMSSC
72
B. Metzler seel. Sohn & Co
Germany
$38.5M +$3.48M +16,997 +10%
National Pension Service
73
National Pension Service
South Korea
$36.6M -$259K -1,262 -0.7%
CS
74
Credit Suisse
Switzerland
$36.6M -$2.59M -12,657 -7%
PFM
75
Premier Fund Managers
United Kingdom
$34.7M – – –
1 2
3
4 5