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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 %
BWL
901
Bogart Wealth LLC
Virginia
$5.12K – – –
FGAM
902
Financial Gravity Asset Management
Texas
$5.05K -$10.7K -53 -68%
BIA
903
Bell Investment Advisors
California
$4.71K -$615 -3 -12%
AWM
904
Abound Wealth Management
Tennessee
$4.1K – – –
AF
905
Advisornet Financial
Minnesota
$4.1K -$5.12K -25 -56%
RFG
906
RFP Financial Group
Georgia
$4.1K – – –
CSB
907
City State Bank
Iowa
$4K – – –
FMP
908
Financial Management Professionals
Texas
$4K +$667 +3 +20%
FPF
909
First Pacific Financial
Washington
$3.89K +$1.02K +5 +36%
EIM
910
Essex Investment Management
Massachusetts
$3.69K – – –
DPW
911
DiNuzzo Private Wealth
Pennsylvania
$3.28K – – –
VF
912
VitalStone Financial
Texas
$3K +$214 +1 +8%
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$2.66K – – –
SWA
914
SOA Wealth Advisors
New York
$2.66K – – –
RTL
915
Red Tortoise LLC
Georgia
$2.46K – – –
WPA
916
West Paces Advisors
Georgia
$2.25K +$2.25K +11 New
DF
917
Dunhill Financial
United Kingdom
$1.83K +$203 +1 +13%
S
918
Sachetta
Massachusetts
$1.44K – – –
TIM
919
Tortoise Investment Management
New York
$1.43K +$1.43K +7 New
MHR
920
Matthew Hamilton Rosenberg
$1.22K – – –
TFM
921
TFC Financial Management
Massachusetts
$1.03K +$205 +1 +25%
TWD
922
True Wealth Design
Ohio
$1.03K +$410 +2 +67%
AW
923
Avion Wealth
Texas
$1K +$1K +2 New
TCM
924
TD Capital Management
Tennessee
$615 +$615 +3 New
CA
925
CoreCap Advisors
Michigan
$615 +$615 +3 New
35 36
37
38 39