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Broadridge
BR

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 %
WDA
101
Wendell David Associates
New Hampshire
$23.7M -$263K -1,165 -1%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$23.1M +$1.59M +7,051 +7%
Man Group
103
Man Group
United Kingdom
$22.7M -$894K -3,955 -4%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$22.4M -$1.41M -6,216 -6%
Credit Agricole
105
Credit Agricole
France
$22.3M +$3.71M +16,396 +20%
GCM
106
Geneva Capital Management
Wisconsin
$21.8M -$2.77M -12,238 -11%
ACA
107
Aptus Capital Advisors
Alabama
$21.8M +$2.92M +12,890 +15%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$21.6M -$5.88K -26 -0%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$21.5M +$17.4M +77,169 +429%
NC
110
Nicholas Company
Wisconsin
$20.5M -$12.4K -55 -0.1%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$20.2M -$1.18M -5,226 -6%
Marshall Wace
112
Marshall Wace
United Kingdom
$20.1M +$20.1M +89,036 New
Korea Investment Corp
113
Korea Investment Corp
South Korea
$20M +$2.75M +12,149 +16%
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$19.8M +$5.13M +22,700 +35%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$19.3M +$1.16M +5,131 +6%
ACM
116
Alta Capital Management
Utah
$19.1M -$404K -1,787 -2%
CAM
117
Congress Asset Management
Massachusetts
$18.9M +$357K +1,579 +2%
Citigroup
118
Citigroup
New York
$18.8M -$1.17M -5,175 -6%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$18M +$1.43M +6,321 +9%
SW
120
SVB Wealth
Massachusetts
$17.5M +$17.5M +77,377 New
CWM
121
Congress Wealth Management
Massachusetts
$17.5M +$712K +3,151 +4%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$17.4M -$687K -3,037 -4%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$17.2M +$1.45M +6,430 +9%
KLWA
124
Kelly Lawrence W & Associates
California
$16.9M -$11.3K -50 -0.1%
WPI
125
Walter Public Investments
Canada
$16.8M +$96.5K +427 +0.6%
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5
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