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Broadridge

1,051 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 393 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.06M

68% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 78

17% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 337

11% more capital invested

Capital invested by funds: $22.3B → $24.9B (+$2.57B)

4% more funds holding

Funds holding: 1,0121,051 (+39)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.06% less ownership

Funds ownership: 89.34%89.28% (-0.06%)

Holders
1,051
Holders Change
+39
Holders Change %
+3.85%
% of All Funds
13.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
131
Increased
393
Reduced
337
Closed
78
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$40.9M -$4.93M -22,028 -11%
JCM
77
Junto Capital Management
New York
$37.2M -$10.3M -45,793 -22%
CCM
78
Copeland Capital Management
Pennsylvania
$36.3M -$628K -2,804 -2%
Principal Financial Group
79
Principal Financial Group
Iowa
$35.6M +$6.27K +28 +0%
National Pension Service
80
National Pension Service
South Korea
$35.5M -$2.15M -9,585 -6%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$35.5M +$18.7M +83,330 +113%
Citadel Advisors
82
Citadel Advisors
Florida
$35.3M +$23.3M +104,218 +201%
Canada Life
83
Canada Life
Manitoba, Canada
$34.9M +$1.17M +5,222 +4%
Ameriprise
84
Ameriprise
Minnesota
$34.6M +$712K +3,177 +2%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$34.2M +$2.55M +11,382 +8%
BEI
86
Benjamin Edwards Inc
Missouri
$33.8M +$567K +2,532 +2%
WorldQuant Millennium Advisors
87
WorldQuant Millennium Advisors
New York
$32.1M +$70.1K +313 +0.2%
ZIM
88
Zacks Investment Management
Illinois
$30.3M +$30M +133,805 New
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$29.9M -$102K -456 -0.3%
DP
90
Dearborn Partners
Illinois
$29.3M -$473K -2,112 -2%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$27.8M +$919K +4,102 +3%
PI
92
PineBridge Investments
New York
$27.8M -$20.2M -90,034 -42%
HighTower Advisors
93
HighTower Advisors
Illinois
$27.5M +$421K +1,881 +2%
Aviva
94
Aviva
United Kingdom
$25.8M -$470K -2,098 -2%
BST
95
Bath Savings Trust
Maine
$25.8M -$2.69K -12 -0%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$25.6M +$1.42M +6,361 +6%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$25.4M -$536K -2,393 -2%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$25.2M +$25M +111,607 New
MFWM
99
Motley Fool Wealth Management
Virginia
$24.8M -$1.15M -5,129 -4%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$24.1M -$5.04M -22,519 -17%

BR Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2024, worth a combined $24.9B — up 11% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BR positions and 78 closed out — a net gain of 53 holders — while 393 added to existing stakes and 337 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was APG Asset Management, cutting an estimated $244M.

  • 1,051 institutional investors held Broadridge (BR) as of Q4 2024, up from 1,012 in Q3 2024.
  • Funds reported $24.9B of Broadridge stock for Q4 2024, up 11% quarter-over-quarter.
  • 131 funds opened new Broadridge positions in Q4 2024 and 78 closed out, a net change of +53 holders.
  • The largest Broadridge buyer in Q4 2024 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Broadridge seller in Q4 2024 was APG Asset Management, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.