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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 %
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$22.7M +$1.25M +5,818 +6%
Man Group
102
Man Group
United Kingdom
$22.4M -$7.28M -33,849 -25%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$20.5M -$5.34M -24,832 -21%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$20.5M +$9.15M +42,556 +81%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$20.3M -$1.01M -4,690 -5%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$19.9M +$4.87M +22,669 +32%
NC
107
Nicholas Company
Wisconsin
$19.5M -$430K -2,000 -2%
Citigroup
108
Citigroup
New York
$19M -$3.65M -16,959 -16%
ACM
109
Alta Capital Management
Utah
$18.5M +$554K +2,576 +3%
ACA
110
Aptus Capital Advisors
Alabama
$17.9M +$7.23M +33,636 +68%
Nordea Investment Management
111
Nordea Investment Management
Sweden
$17.8M -$173K -813 -1%
CAM
112
Congress Asset Management
Massachusetts
$17.7M -$543K -2,526 -3%
Credit Agricole
113
Credit Agricole
France
$17.7M +$3.97M +18,452 +29%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$17.2M +$1.52M +7,077 +10%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$17.2M -$3.01M -13,976 -15%
DCP
116
Distillate Capital Partners
Illinois
$16.9M +$16.9M +78,589 New
Korea Investment Corp
117
Korea Investment Corp
South Korea
$16.4M +$6.4M +29,764 +64%
KLWA
118
Kelly Lawrence W & Associates
California
$16.1M -$269K -1,252 -2%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$16M -$1.28M -5,963 -7%
CWM
120
Congress Wealth Management
Massachusetts
$15.9M -$16.6K -77 -0.1%
WPI
121
Walter Public Investments
Canada
$15.9M -$818K -3,805 -5%
Prudential Financial
122
Prudential Financial
New Jersey
$15.9M -$340K -1,582 -2%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$15.8M +$3.02M +14,037 +24%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$15.7M +$2.04M +9,476 +15%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$15.7M -$18.6M -87,387 -54%
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