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Broadridge
BR

Overview Fund Activity

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.35%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.32B
2
Man Group
Man Group
United Kingdom
+$88.9M
3
Millennium Management
Millennium Management
New York
+$74.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.6M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$174M
2
Select Equity Group
Select Equity Group
New York
-$53.5M
3
Parnassus Investments
Parnassus Investments
California
-$52.8M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$35.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
$211K +$211K +1,020 New
PCIA
727
Prime Capital Investment Advisors
Kansas
$210K +$210K +1,019 New
MIM
728
Moseley Investment Management
Florida
$208K +$208K +1,010 New
TWM
729
Tradition Wealth Management
Minnesota
$207K +$412 +2 +0.2%
WA
730
Wealthstream Advisors
New York
$206K +$206K +1,003 New
CCP
731
Clarkston Capital Partners
Michigan
$206K +$206K +1,000 New
CSI
732
Cross Staff Investments
New York
$206K +$206K +1,000 New
JE
733
JMAC Enterprises
Pennsylvania
$206K +$206K +1,000 New
BPFA
734
Barnes Pettey Financial Advisors
Mississippi
$206K +$206K +1,000 New
BL
735
Balentine LLC
Georgia
$201K +$201K +978 New
CDH
736
Charles D. Hyman
$201K +$201K +977 New
TCOTS
737
Trust Company of the South
North Carolina
$201K +$201K +975 New
AHB
738
Abner Herrman & Brock
New Jersey
$200K +$200K +974 New
CT
739
Colonial Trust
South Carolina
$197K -$22.6K -110 -10%
SAG
740
Spotlight Asset Group
Illinois
$197K – – –
UB
741
UMB Bank
Missouri
$187K -$55.1K -268 -23%
FHA
742
First Horizon Advisors
Tennessee
$167K -$10.5K -51 -6%
Walleye Trading
743
Walleye Trading
New York
$164K +$164K +795 New
TFA
744
Toth Financial Advisory
Virginia
$158K – – –
PA
745
Parallel Advisors
California
$155K -$10.7K -52 -6%
GI
746
GAMMA Investing
California
$151K +$151K +739 New
DGAM
747
Desjardins Global Asset Management
Quebec, Canada
$147K +$17.7K +86 +14%
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$146K -$4.94K -24 -3%
HDIM
749
Hanson & Doremus Investment Management
Vermont
$144K – – –
BBHC
750
Brown Brothers Harriman & Co
New York
$139K -$375K -1,823 -73%
28 29
30
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