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Broadridge
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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 %
S
901
Sachetta
Massachusetts
$1.44K +$1.44K +7 New
MHR
902
Matthew Hamilton Rosenberg
$1.24K – – –
AT
903
Arlington Trust
Alabama
$1.03K +$1.03K +5 New
TFM
904
TFC Financial Management
Massachusetts
$823 – – –
TWD
905
True Wealth Design
Ohio
$618 – – –
PCTC
906
Perkins Coie Trust Company
Washington
$617 -$206 -1 -25%
EWM
907
Evermay Wealth Management
Virginia
$412 +$412 +2 New
RS
908
Rakuten Securities
Japan
$412 +$412 +2 New
TVAMP
909
Tennessee Valley Asset Management Partners
Tennessee
$212 +$212 +1 New
JFGIW
910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37 -$8.24K -46 Closed
DWM
911
Dogwood Wealth Management
Kansas
$4 – – –
Select Equity Group
912
Select Equity Group
New York
– -$53.5M -298,835 Closed
VMPIC
913
Varma Mutual Pension Insurance Co
Finland
– -$4.48M -25,000 Closed
CSS
914
Cubist Systematic Strategies
Connecticut
– -$4.03M -22,525 Closed
GIA
915
Gateway Investment Advisers
Ohio
– -$2.95M -16,490 Closed
EGM
916
Engineers Gate Manager
New York
– -$2.39M -13,328 Closed
YIH
917
Y-Intercept (HK)
Hong Kong
– -$1.52M -8,495 Closed
LA
918
LBP AM
France
– -$1.49M -8,332 Closed
VanEck Associates
919
VanEck Associates
New York
– -$1.46M -8,167 Closed
DTL
920
Dynamic Technology Lab
Singapore
– -$1.45M -8,069 Closed
Qube Research & Technologies (QRT)
921
Qube Research & Technologies (QRT)
United Kingdom
– -$1.42M -7,923 Closed
PMEF
922
Point72 Middle East FZE
United Arab Emirates
– -$1.13M -6,311 Closed
TI
923
Trexquant Investment
Connecticut
– -$1.1M -6,169 Closed
IIC
924
Ironwood Investment Counsel
Arizona
– -$334K -5,760 Closed
VF
925
Virtu Financial
New York
– -$895K -4,999 Closed
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37
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