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Broadridge
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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 %
MIS
101
Morningstar Investment Services
Illinois
$19M -$19.7M -96,732 -51%
Aberdeen Group
102
Aberdeen Group
United Kingdom
$18.9M +$505K +2,465 +3%
SW
103
SVB Wealth
Massachusetts
$18.5M -$885K -4,321 -5%
AIM
104
Achmea Investment Management
Netherlands
$18.3M +$11.7M +56,926 +175%
ACM
105
Alta Capital Management
Utah
$18.3M -$482K -2,353 -3%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$18M -$91.6K -625 -0.5%
DP
107
Dearborn Partners
Illinois
$18M -$9.67M -47,212 -35%
CAM
108
Congress Asset Management
Massachusetts
$17.5M -$448K -2,186 -2%
Nordea Investment Management
109
Nordea Investment Management
Sweden
$17.4M -$62.3K -304 -0.4%
Prudential Financial
110
Prudential Financial
New Jersey
$17.2M -$711K -3,471 -4%
BNP Paribas Asset Management
111
BNP Paribas Asset Management
France
$17.2M +$8.95M +43,710 +109%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$16.7M -$665K -3,245 -4%
Adage Capital Partners
113
Adage Capital Partners
Massachusetts
$16.5M +$246K +1,200 +2%
WPI
114
Walter Public Investments
Canada
$16M +$82.1K +401 +0.5%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$15.9M +$3.31M +16,171 +26%
KLWA
116
Kelly Lawrence W & Associates
California
$15.6M -$318K -1,553 -2%
FNBOO
117
First National Bank of Omaha
Nebraska
$15.2M -$2.74M -11,319 -15%
CWM
118
Congress Wealth Management
Massachusetts
$15.2M -$582K -2,843 -4%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$15M +$2.2M +10,728 +17%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$14.7M +$488K +2,384 +3%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$14.6M +$612K +2,989 +4%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$1.9M -9,272 -12%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$14.3M -$33.9M -165,696 -70%
CGH
124
Crossmark Global Holdings
Texas
$14.2M +$735K +3,588 +5%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$13.4M -$102K -498 -0.8%
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