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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 %
FCAS
801
First Command Advisory Services
Texas
$83.4K +$44.5K +217 +114%
CP
802
Canopy Partners
Ohio
$82.1K -$184K -900 -69%
CAL
803
Capital Advisors Ltd
Ohio
$82K +$1.24K +6 +2%
DJSG
804
D.J. St. Germain
Massachusetts
$80.5K – – –
CWP
805
Concord Wealth Partners
Virginia
$80.1K +$43.6K +213 +120%
APC
806
Aspire Private Capital
North Carolina
$79.5K – – –
TWC
807
TD Waterhouse Canada
Ontario, Canada
$79.2K -$3.65K -18 -4%
BF
808
BOK Financial
Oklahoma
$77.6K -$6.5K -32 -8%
FRA
809
Front Row Advisors
California
$77.1K +$77.1K +375 New
CCM
810
Chilton Capital Management
Texas
$76K – – –
LC
811
Lindbrook Capital
California
$74.8K +$615 +3 +0.8%
HPC
812
HM Payson & Co
Maine
$74.4K -$3.28K -16 -4%
PB
813
Pinnacle Bancorp
Nebraska
$72.5K – – –
HIA
814
Harbor Investment Advisory
Maryland
$71.7K +$10.2K +50 +17%
FPB
815
First PREMIER Bank
South Dakota
$68K +$27.8K +135 +69%
SOW
816
State of Wyoming
Wyoming
$67.6K -$1.23K -6 -2%
LS
817
Livforsakringsbolaget Skandia
Sweden
$62.6K – – –
MA
818
Montag & Associates
Georgia
$61.7K – – –
MCM
819
MV Capital Management
Maryland
$60.2K -$819 -4 -1%
RBC
820
Roble Belko & Company
Pennsylvania
$60K – – –
GWM
821
Geneos Wealth Management
Colorado
$59.9K -$5.12M -25,058 -99%
Lazard Asset Management
822
Lazard Asset Management
New York
$56K +$34.2K +168 +157%
CIA
823
Cape Investment Advisory
Georgia
$54.5K -$1.84K -9 -3%
HWM
824
HighMark Wealth Management
Minnesota
$51.9K +$205 +1 +0.4%
AssetMark Inc
825
AssetMark Inc
California
$51.6K +$1.64K +8 +3%
31 32
33
34 35