BR icon

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
$245M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$137M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$585M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.23B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
Parnassus Investments
Parnassus Investments
California
$111M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
5
ACA
Anchor Capital Advisors
Massachusetts
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$31.6M -$13.9M -67,623 -30%
Ameriprise
77
Ameriprise
Minnesota
$30.3M -$1.95M -9,501 -6%
Principal Financial Group
78
Principal Financial Group
Iowa
$29.6M +$470K +2,296 +2%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$28.2M +$953K +4,653 +4%
Canada Life
80
Canada Life
Manitoba, Canada
$27.5M +$3.53M +17,242 +15%
AAF
81
Andra AP-fonden
Sweden
$27.5M +$12M +58,700 +78%
Public Employees Retirement Association of Colorado
82
Public Employees Retirement Association of Colorado
Colorado
$27.2M -$221K -1,080 -0.8%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$25.4M +$1.4M +6,830 +6%
GCM
84
Geneva Capital Management
Wisconsin
$24.8M -$488K -2,380 -2%
Citigroup
85
Citigroup
New York
$24.2M +$690K +3,369 +3%
MFWM
86
Motley Fool Wealth Management
Virginia
$23.6M -$521K -2,542 -2%
BST
87
Bath Savings Trust
Maine
$23.3M -$44.5K -217 -0.2%
HighTower Advisors
88
HighTower Advisors
Illinois
$22.2M +$63.2K +310 +0.3%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$21.7M +$10.7M +52,171 +97%
WDA
90
Wendell David Associates
New Hampshire
$21.6M +$55.5K +271 +0.3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$20.9M -$1.93M -9,451 -8%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$20.9M +$8.07M +39,381 +63%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$20.8M -$1.12M -5,489 -5%
Aviva
94
Aviva
United Kingdom
$20.8M +$12.5M +60,896 +150%
DLA
95
Douglas Lane & Associates
New York
$20.4M -$1.97M -9,595 -9%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$19.2M +$4.77M +23,281 +33%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$19.1M -$6.67M -32,576 -26%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$19M +$3.28K +16 +0%
NC
99
Nicholas Company
Wisconsin
$19M – – –
CS
100
Candriam SCA
Luxembourg
$19M +$17M +82,772 +829%
2 3
4
5 6