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Broadridge
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Overview Fund Activity

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$100M
2
BlackRock
BlackRock
New York
$1.99B
3
Capital International Investors
Capital International Investors
California
$669M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.81B
5
State Street
State Street
Massachusetts
$1.01B

Top Sellers

1
Millennium Management
Millennium Management
New York
$27.1M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$906K
4
Man Group
Man Group
United Kingdom
$27.2M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$66.2M +$690K +3,503 +1%
SIC
52
Schwartz Investment Counsel
Michigan
$65.9M -$6.9M -35,000 -9%
FAM
53
Fenimore Asset Management
New York
$59M +$272K +1,380 +0.5%
LWCFA
54
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.5M -$169K -804 -0.3%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$53M -$2.25M -11,424 -4%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$52.5M +$200K +1,013 +0.4%
PI
57
PineBridge Investments
New York
$52.4M +$13.8M +70,179 +36%
UBS Group
58
UBS Group
Switzerland
$51.9M -$5.38M -27,291 -9%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$51.8M -$3.63M -18,428 -7%
LPL Financial
60
LPL Financial
California
$51.3M +$1.07M +5,428 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$50.2M +$1.08M +5,501 +2%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$50M +$2.11M +10,716 +4%
First Trust Advisors
63
First Trust Advisors
Illinois
$47.5M -$26.4M -134,101 -36%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$45.7M +$15.3M +77,533 +50%
GKIM
65
GW&K Investment Management
Massachusetts
$45.6M -$1.02M -5,155 -2%
LCOV
66
London Company of Virginia
Virginia
$45.6M +$70.3K +357 +0.2%
PFM
67
Premier Fund Managers
United Kingdom
$39.8M +$5.98M +30,000 +18%
ACA
68
Anchor Capital Advisors
Massachusetts
$39.4M -$1.22M -6,210 -3%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$39.4M +$672K +3,409 +2%
CCM
70
Copeland Capital Management
Pennsylvania
$38M +$185K +937 +0.5%
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$37.9M +$787K +3,997 +2%
National Pension Service
72
National Pension Service
South Korea
$35.5M +$296K +1,504 +0.8%
Ameriprise
73
Ameriprise
Minnesota
$33.8M +$4.71M +23,897 +16%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$31.7M +$19.2M +97,293 +153%
Principal Financial Group
75
Principal Financial Group
Iowa
$29.8M +$1.3M +6,599 +5%
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