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Broadridge
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Overview Fund Activity

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$805M
2
Corient Private Wealth
Corient Private Wealth
Florida
$99.2M
3
State Street
State Street
Massachusetts
$1.26B
4
Northern Trust
Northern Trust
Illinois
$363M
5
BlackRock
BlackRock
New York
$2.38B

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$365M
2
Capital International Investors
Capital International Investors
California
$436M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.17B
5
Amundi
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
51
EARNEST Partners
Georgia
$84.5M -$2.04M -9,040 -2%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$75.5M -$8.83M -39,076 -10%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$75.4M +$20.9M +92,365 +38%
Swiss National Bank
54
Swiss National Bank
Switzerland
$74.6M -$4.68M -20,700 -6%
FAM
55
Fenimore Asset Management
New York
$70.7M -$72.6K -321 -0.1%
AQR Capital Management
56
AQR Capital Management
Connecticut
$66.3M +$9.92M +43,874 +18%
Ninety One (UK)
57
Ninety One (UK)
United Kingdom
$64.9M -$5.13M -22,690 -7%
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64M -$510K -2,130 -0.8%
LPL Financial
59
LPL Financial
California
$63.2M +$2.05M +9,056 +3%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$60.4M -$31.3M -138,420 -34%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$59.3M -$742K -3,281 -1%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$57.9M -$423K -1,870 -0.7%
American Century Companies
63
American Century Companies
Missouri
$57.2M +$19.3M +85,463 +51%
LCOV
64
London Company of Virginia
Virginia
$56.4M -$639K -2,826 -1%
SIC
65
Schwartz Investment Counsel
Michigan
$55.9M – – –
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$55.6M +$10.6M +47,006 +24%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$55.5M -$2.5M -11,061 -4%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$55.3M -$1.4M -6,214 -2%
First Trust Advisors
69
First Trust Advisors
Illinois
$54.4M -$6.88M -30,446 -11%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$52.8M +$52M +230,069 +6,363%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$51.1M -$22M -97,396 -30%
GKIM
72
GW&K Investment Management
Massachusetts
$50.3M -$1.18M -5,205 -2%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$46.8M +$15.3M +67,500 +48%
BMSSC
74
B. Metzler seel. Sohn & Co
Germany
$45.3M -$1.71M -7,589 -4%
ACA
75
Anchor Capital Advisors
Massachusetts
$42.5M -$1.62M -7,155 -4%
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