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Broadridge
BR

Overview Fund Activity

1,000 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+83
Holders Change %
+9.05%
% of All Funds
14.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
138
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M

Top Buyers

1
Amundi
Amundi
France
$196M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$87.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$51.8M
4
JCM
Junto Capital Management
New York
$45.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$43.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$510M
2
APG Asset Management
APG Asset Management
Netherlands
$532M
3
Capital International Investors
Capital International Investors
California
$591M
4
Morgan Stanley
Morgan Stanley
New York
$1.15B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$36.3M +$29M +134,914 +396%
American Century Companies
77
American Century Companies
Missouri
$36M +$30.8M +143,289 +591%
National Pension Service
78
National Pension Service
South Korea
$35.9M -$2.91M -13,540 -8%
CCM
79
Copeland Capital Management
Pennsylvania
$35.2M -$6.28M -29,227 -15%
Principal Financial Group
80
Principal Financial Group
Iowa
$33.9M +$1.41M +6,552 +4%
AAF
81
Andra AP-fonden
Sweden
$32.9M +$3.01M +14,000 +10%
Ameriprise
82
Ameriprise
Minnesota
$32.2M -$4.76M -22,124 -13%
Canada Life
83
Canada Life
Manitoba, Canada
$32.1M +$1.02M +4,758 +3%
BEI
84
Benjamin Edwards Inc
Missouri
$31.6M +$30.3M +140,886 +2,303%
WorldQuant Millennium Advisors
85
WorldQuant Millennium Advisors
New York
$30.4M +$16.2M +75,349 +114%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$30M +$15.8M +73,575 +112%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$29.6M +$6.09M +28,720 +26%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$28.5M – – –
DP
89
Dearborn Partners
Illinois
$28.3M -$774K -3,598 -3%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$27.8M +$1.18M +5,476 +4%
Two Sigma Investments
91
Two Sigma Investments
New York
$27.6M +$27.6M +128,559 New
HighTower Advisors
92
HighTower Advisors
Illinois
$25.8M -$156K -723 -0.6%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$25.6M +$1.72M +7,983 +7%
Aviva
94
Aviva
United Kingdom
$25M +$561K +2,610 +2%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$24.7M +$48.4K +225 +0.2%
MFWM
96
Motley Fool Wealth Management
Virginia
$24.7M -$632K -2,941 -2%
BST
97
Bath Savings Trust
Maine
$24.5M -$39.4K -183 -0.2%
GCM
98
Geneva Capital Management
Wisconsin
$23.4M -$633K -2,942 -3%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$22.9M +$1.69M +7,866 +8%
WDA
100
Wendell David Associates
New Hampshire
$22.8M +$12.7K +59 +0.1%
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4
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