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Broadridge
BR

Overview Fund Activity

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.55B
2
Man Group
Man Group
United Kingdom
$88.9M
3
Millennium Management
Millennium Management
New York
$99.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$852M
5
APG Asset Management
APG Asset Management
Netherlands
$724M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$628M
2
Select Equity Group
Select Equity Group
New York
$0
3
Parnassus Investments
Parnassus Investments
California
$164M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$48.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$577M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$19.1M +$852K +4,141 +5%
NC
102
Nicholas Company
Wisconsin
$19.1M -$2.06K -10 -0%
ACM
103
Alta Capital Management
Utah
$18.8M -$5.2M -25,255 -22%
Aberdeen Group
104
Aberdeen Group
United Kingdom
$18.5M +$9.33M +45,341 +102%
CAM
105
Congress Asset Management
Massachusetts
$18.1M -$748K -3,634 -4%
Prudential Financial
106
Prudential Financial
New Jersey
$17.8M -$3.56M -17,552 -17%
Nordea Investment Management
107
Nordea Investment Management
Sweden
$17.6M +$15.3M +74,387 +680%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$17.5M +$2.53M +12,321 +17%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$16.7M +$14.5M +70,263 +642%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M -$281K -1,366 -2%
Adage Capital Partners
111
Adage Capital Partners
Massachusetts
$16.3M -$7.84M -38,100 -32%
KLWA
112
Kelly Lawrence W & Associates
California
$16M -$175K -850 -1%
WPI
113
Walter Public Investments
Canada
$16M – – –
CWM
114
Congress Wealth Management
Massachusetts
$15.9M +$84.8K +412 +0.5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$15.6M -$2.62M -12,736 -14%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$15.5M +$15.4M +75,070 +13,851%
AAF
117
Andra AP-fonden
Sweden
$15.5M +$3.91M +19,000 +34%
FNBOO
118
First National Bank of Omaha
Nebraska
$15.3M -$881K -4,281 -5%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$14.9M -$2.96M -14,361 -17%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$14.9M +$3.9M +18,945 +36%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$14.5M -$325K -1,580 -2%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$14.3M +$459K +2,230 +3%
Truist Financial
123
Truist Financial
North Carolina
$14.1M -$751K -3,649 -5%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$14M +$1.79M +8,697 +15%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$13.8M +$921K +4,474 +7%
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5
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