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Broadridge
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Overview Fund Activity

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M

Top Buyers

1
Amundi
Amundi
France
$196M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$87.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$51.8M
4
JCM
Junto Capital Management
New York
$45.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$510M
2
APG Asset Management
APG Asset Management
Netherlands
$532M
3
Capital International Investors
Capital International Investors
California
$591M
4
Morgan Stanley
Morgan Stanley
New York
$1.15B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$75M +$18.4M +85,481 +32%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$69.5M -$13M -60,407 -16%
FAM
53
Fenimore Asset Management
New York
$67.3M +$2.98M +13,838 +5%
Ninety One (UK)
54
Ninety One (UK)
United Kingdom
$66.6M -$46.1M -214,371 -41%
LWCFA
55
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.4M -$1.11M -5,098 -2%
First Trust Advisors
56
First Trust Advisors
Illinois
$58.3M +$6.5M +30,212 +13%
LPL Financial
57
LPL Financial
California
$58.2M +$2.2M +10,216 +4%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$57.1M +$584K +2,715 +1%
Luther King Capital Management (LKCM)
59
Luther King Capital Management (LKCM)
Texas
$55.4M -$2.38M -11,056 -4%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$54.4M +$572K +2,697 +1%
Millennium Management
61
Millennium Management
New York
$54.2M +$24.7M +114,759 +83%
LCOV
62
London Company of Virginia
Virginia
$54.2M +$4.51M +20,996 +9%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$54M -$811K -3,772 -1%
SIC
64
Schwartz Investment Counsel
Michigan
$53.2M -$18.7M -87,000 -26%
AQR Capital Management
65
AQR Capital Management
Connecticut
$53.2M +$39.2M +183,863 +280%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$51.9M +$2.05M +9,511 +4%
Renaissance Technologies
67
Renaissance Technologies
New York
$51.8M +$51.8M +240,900 New
GKIM
68
GW&K Investment Management
Massachusetts
$48.9M -$824K -3,831 -2%
PI
69
PineBridge Investments
New York
$45.8M -$11.4M -52,793 -20%
JCM
70
Junto Capital Management
New York
$45.2M +$45.2M +210,137 New
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$44.7M +$3.42M +15,917 +8%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$43.9M +$42.6M +198,169 +3,198%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$43.6M +$620K +2,882 +1%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$42.8M +$21.1M +98,275 +98%
ACA
75
Anchor Capital Advisors
Massachusetts
$42M -$1.06M -4,932 -2%
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