BR icon

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 %
HKAM
926
Horizon Kinetics Asset Management
New York
– -$817K -4,564 Closed
OTL
927
Oak Thistle LLC
New York
– -$805K -4,495 Closed
BCV
928
Banque Cantonale Vaudoise
Switzerland
– -$560K -3,127 Closed
Verition Fund Management
929
Verition Fund Management
Connecticut
– -$501K -2,796 Closed
IFU
930
iSAM Funds (UK)
United Kingdom
– -$447K -2,494 Closed
BCM
931
Bayesian Capital Management
New York
– -$430K -2,400 Closed
BP
932
BBR Partners
New York
– -$425K -2,371 Closed
OR
933
Olympiad Research
Connecticut
– -$342K -1,911 Closed
BFM
934
Boothbay Fund Management
New York
– -$320K -1,786 Closed
LGF
935
LGT Group Foundation
Liechtenstein
– -$301K -1,702 Closed
FMAEN1
936
Fund Management at Engine No 1
California
– -$303K -1,692 Closed
QPWM
937
Quadrant Private Wealth Management
Pennsylvania
– -$232K -1,293 Closed
AG
938
Algert Global
California
– -$225K -1,257 Closed
GA
939
Goldstein Advisors
Wisconsin
– -$224K -1,252 Closed
IAS
940
Insigneo Advisory Services
Florida
– -$221K -1,230 Closed
Simplex Trading
941
Simplex Trading
Illinois
– -$218K -1,219 Closed
MNBTD
942
Moody National Bank Trust Division
Texas
– -$210K -1,174 Closed
GCP
943
Garda Capital Partners
Minnesota
– -$210K -1,173 Closed
MIA
944
Milestone Investment Advisors
Wisconsin
– -$102K -568 Closed
IAS
945
IMA Advisory Services
Colorado
– -$42.4K -237 Closed
HL
946
HeadInvest LLC
Maine
– -$31.9K -180 Closed
PO
947
Private Ocean
California
– -$29.4K -164 Closed
FRA
948
Front Row Advisors
California
– -$27.2K -151 Closed
AS
949
Altshuler Shaham
Israel
– -$22.2K -124 Closed
RW
950
RVW Wealth
California
– -$19.2K -107 Closed
35 36 37
38
39