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Broadridge
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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 %
ECM
926
Everence Capital Management
Indiana
$532 – – –
PI
927
PEAK6 Investments
Illinois
$530 +$530 +3 New
HCP
928
Hexagon Capital Partners
Arkansas
$410 -$5.33K -26 -93%
RS
929
Rakuten Securities
Japan
$410 – – –
HGERS
930
Householder Group Estate & Retirement Specialist
Arizona
$410 – – –
NL
931
NVWM LLC
Pennsylvania
$206 +$206 +1 New
RAM
932
Riggs Asset Management
Pennsylvania
$205 +$205 +1 New
DWM
933
Dogwood Wealth Management
Kansas
$2 -$4 – –
Baillie Gifford & Co
934
Baillie Gifford & Co
United Kingdom
– -$577M -2,803,441 Closed
Renaissance Technologies
935
Renaissance Technologies
New York
– -$7.88M -38,300 Closed
PCOC
936
Power Corp of Canada
Canada
– -$6.2M -30,139 Closed
BMM
937
Buffington Mohr McNeal
Idaho
– -$5.25M -25,537 Closed
GCM
938
Ghisallo Capital Management
Massachusetts
– -$5.04M -24,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
939
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.43M -21,542 Closed
Voloridge Investment Management
940
Voloridge Investment Management
Florida
– -$1.75M -8,514 Closed
Holocene Advisors
941
Holocene Advisors
New York
– -$1.61M -7,844 Closed
WP
942
Woodline Partners
California
– -$1.6M -7,781 Closed
AWM
943
AE Wealth Management
Kansas
– -$1.48M -7,130 Closed
EP
944
Edgestream Partners
New Jersey
– -$1.09M -5,296 Closed
APF
945
Alaska Permanent Fund
Alaska
– -$885K -4,302 Closed
LCWP
946
Legacy Capital Wealth Partners
Arkansas
– -$762K -3,705 Closed
CIP
947
Convergence Investment Partners
Florida
– -$711K -3,456 Closed
KCFA
948
Key Client Fiduciary Advisors
New Jersey
– -$662K -3,216 Closed
IA
949
IFG Advisory
Georgia
– -$595K -2,892 Closed
Twin Tree Management
950
Twin Tree Management
Texas
– -$584K -2,838 Closed
36 37
38
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