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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
13.36%
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
$2.55B
2
Man Group
Man Group
United Kingdom
$88.9M
3
Millennium Management
Millennium Management
New York
$99.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
5
APG Asset Management
APG Asset Management
Netherlands
$724M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$628M
2
Select Equity Group
Select Equity Group
New York
$0
3
Parnassus Investments
Parnassus Investments
California
$164M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$48.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
876
Laffer Tengler Investments
Tennessee
$7.2K +$7.2K +35 New
IPW
877
Impact Partnership Wealth
Georgia
$6.38K – – –
SIS
878
Strategic Investment Solutions
Illinois
$6.17K -$383K -1,860 -98%
HCP
879
Hexagon Capital Partners
Arkansas
$5.76K -$412 -2 -7%
IHWM
880
Iron Horse Wealth Management
Iowa
$5.56K – – –
VCM
881
Versant Capital Management
Arizona
$5.35K – – –
BIA
882
Bell Investment Advisors
California
$5.35K +$412 +2 +8%
BWL
883
Bogart Wealth LLC
Virginia
$5.14K – – –
N
884
Natixis
France
$4.53K +$4.53K +22 New
AWM
885
Abound Wealth Management
Tennessee
$4.12K – – –
RFG
886
RFP Financial Group
Georgia
$4.12K +$4.12K +20 New
CSB
887
City State Bank
Iowa
$4K – – –
SIC
888
SJS Investment Consulting
Ohio
$3.91K – – –
EIM
889
Essex Investment Management
Massachusetts
$3.7K – – –
ME
890
McIlrath & Eck
Washington
$3.7K +$3.7K +18 New
DPW
891
DiNuzzo Private Wealth
Pennsylvania
$3.29K +$3.29K +16 New
FMP
892
Financial Management Professionals
Texas
$3K – – –
VF
893
VitalStone Financial
Texas
$3K +$3K +13 New
FPF
894
First Pacific Financial
Washington
$2.88K +$2.88K +14 New
PWA
895
Provenance Wealth Advisors
Florida
$2.88K +$2.88K +14 New
JGIA
896
Jackson Grant Investment Advisers
Connecticut
$2.68K – – –
SWA
897
SOA Wealth Advisors
New York
$2.68K – – –
RTL
898
Red Tortoise LLC
Georgia
$2.47K – – –
RCM
899
Raleigh Capital Management
North Carolina
$2.06K -$8.44K -41 -80%
DF
900
Dunhill Financial
United Kingdom
$1.55K +$1.55K +8 New
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