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Broadridge
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Overview Fund Activity

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,039
Holders Change
+39
Holders Change %
+3.9%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
130
Increased
387
Reduced
336
Closed
77
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$805M
2
Corient Private Wealth
Corient Private Wealth
Florida
$99.2M
3
State Street
State Street
Massachusetts
$1.26B
4
Northern Trust
Northern Trust
Illinois
$363M
5
BlackRock
BlackRock
New York
$2.38B

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$365M
2
Capital International Investors
Capital International Investors
California
$436M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.17B
5
Amundi
Amundi
France
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$40.9M -$4.98M -22,028 -11%
JCM
77
Junto Capital Management
New York
$37.2M -$10.4M -45,793 -22%
CCM
78
Copeland Capital Management
Pennsylvania
$36.3M -$634K -2,804 -2%
Principal Financial Group
79
Principal Financial Group
Iowa
$35.6M +$6.33K +28 +0%
National Pension Service
80
National Pension Service
South Korea
$35.5M -$2.17M -9,585 -6%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$35.5M +$18.9M +83,330 +113%
Citadel Advisors
82
Citadel Advisors
Florida
$35.3M +$23.6M +104,218 +201%
Canada Life
83
Canada Life
Manitoba, Canada
$34.9M +$1.18M +5,222 +4%
Ameriprise
84
Ameriprise
Minnesota
$34.6M +$719K +3,177 +2%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$34.2M +$2.57M +11,382 +8%
BEI
86
Benjamin Edwards Inc
Missouri
$33.8M +$573K +2,532 +2%
WorldQuant Millennium Advisors
87
WorldQuant Millennium Advisors
New York
$32.1M +$70.8K +313 +0.2%
ZIM
88
Zacks Investment Management
Illinois
$30.3M +$30.3M +133,805 New
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$29.9M -$103K -456 -0.3%
DP
90
Dearborn Partners
Illinois
$29.3M -$478K -2,112 -2%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$27.8M +$927K +4,102 +3%
PI
92
PineBridge Investments
New York
$27.8M -$20.4M -90,034 -42%
HighTower Advisors
93
HighTower Advisors
Illinois
$27.5M +$425K +1,881 +2%
Aviva
94
Aviva
United Kingdom
$25.8M -$474K -2,098 -2%
BST
95
Bath Savings Trust
Maine
$25.8M -$2.71K -12 -0%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$25.6M +$1.44M +6,361 +6%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$25.4M -$541K -2,393 -2%
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
$25.2M +$25.2M +111,607 New
MFWM
99
Motley Fool Wealth Management
Virginia
$24.8M -$1.16M -5,129 -4%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$24.1M -$5.09M -22,519 -17%
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