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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 %
SEC
951
Seven Eight Capital
New York
– -$559K -2,719 Closed
FI
952
FJ Investments
Utah
– -$557K -2,709 Closed
GS
953
GTS Securities
New York
– -$535K -2,598 Closed
Nomura Holdings
954
Nomura Holdings
Japan
– -$490K -2,380 Closed
WFA
955
Websterrogers Financial Advisors
South Carolina
– -$457K -2,223 Closed
TFS
956
Thoroughbred Financial Services
Tennessee
– -$454K -2,208 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
957
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$376K -1,829 Closed
SFA
958
Sequoia Financial Advisors
Ohio
– -$364K -1,767 Closed
GP
959
Geneva Partners
Wisconsin
– -$360K -1,750 Closed
PTC
960
Petrus Trust Company
Texas
– -$347K -1,686 Closed
SIA
961
Schear Investment Advisers
Ohio
– -$342K -1,663 Closed
FA
962
FDx Advisors
Illinois
– -$330K -1,602 Closed
DT
963
Diversified Trust
Tennessee
– -$309K -1,504 Closed
TCM
964
Teza Capital Management
Illinois
– -$284K -1,380 Closed
MAM
965
Morse Asset Management
Connecticut
– -$266K -1,295 Closed
Empower Advisory Group
966
Empower Advisory Group
Colorado
– -$241K -1,173 Closed
SWA
967
Stratos Wealth Advisors
Ohio
– -$241K -1,172 Closed
NPFS
968
Novak & Powell Financial Services
Florida
– -$235K -1,142 Closed
KWM
969
Kingsview Wealth Management
Oregon
– -$223K -1,082 Closed
WANY
970
Wealthspire Advisors (New York)
New York
– -$221K -1,072 Closed
GVAG
971
Great Valley Advisor Group
Delaware
– -$219K -1,063 Closed
CP
972
Covenant Partners
Tennessee
– -$211K -1,027 Closed
PGFC
973
Peapack-Gladstone Financial Corp
New Jersey
– -$211K -1,020 Closed
WA
974
Wealthstream Advisors
New York
– -$206K -1,003 Closed
CCP
975
Clarkston Capital Partners
Michigan
– -$206K -1,000 Closed
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