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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
+$65.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.9M
5
Goldman Sachs
Goldman Sachs
New York
+$34.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$577M
3
Parnassus Investments
Parnassus Investments
California
-$51.9M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$33.9M
5
ACA
Anchor Capital Advisors
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
751
Symphony Financial
Texas
$201K +$201K +983 New
BFM
752
Boothbay Fund Management
New York
$201K +$201K +982 New
AA
753
AlphaCentric Advisors
Puerto Rico
$201K -$18.2K -89 -8%
CDH
754
Charles D. Hyman
$200K – – –
CT
755
Colonial Trust
South Carolina
$196K – – –
EDRH
756
Edmond de Rothschild Holding
Switzerland
$181K +$181K +882 New
Capstone Investment Advisors
757
Capstone Investment Advisors
New York
$179K -$450K -2,198 -72%
GI
758
GAMMA Investing
California
$176K +$24.6K +120 +16%
TCOV
759
Trust Company of Vermont
Vermont
$172K +$162K +789 +1,578%
UB
760
UMB Bank
Missouri
$170K -$15.8K -77 -8%
ACM
761
Aquatic Capital Management
Illinois
$164K -$615K -3,000 -79%
FHA
762
First Horizon Advisors
Tennessee
$162K -$3.89K -19 -2%
PA
763
Parallel Advisors
California
$159K +$4.3K +21 +3%
Walleye Capital
764
Walleye Capital
New York
$158K +$158K +772 New
TFA
765
Toth Financial Advisory
Virginia
$158K – – –
LFA
766
LGT Financial Advisors
Texas
$155K -$124K -604 -44%
AWM
767
Avior Wealth Management
Nebraska
$147K +$106K +517 +259%
HDIM
768
Hanson & Doremus Investment Management
Vermont
$143K – – –
SAM
769
S.A. Mason
Michigan
$138K – – –
BCWM
770
Bartlett & Co Wealth Management
Ohio
$136K – – –
BBHC
771
Brown Brothers Harriman & Co
New York
$135K -$3.89K -19 -3%
BTI
772
Blue Trust Inc
Georgia
$131K -$177K -863 -57%
USB
773
Union Savings Bank
Connecticut
$127K – – –
SIM
774
Sentry Investment Management
Wisconsin
$126K – – –
CSWM
775
Cassady Schiller Wealth Management
Ohio
$123K – – –
29 30
31
32 33