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Broadridge
BR

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
+$65.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$61.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.3M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.9M
5
Goldman Sachs
Goldman Sachs
New York
+$34.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$577M
3
Parnassus Investments
Parnassus Investments
California
-$51.9M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$33.9M
5
ACA
Anchor Capital Advisors
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
126
Första AP-fonden
Sweden
$13.3M +$2.4M +11,700 +22%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.2M -$85.4K -417 -0.6%
WT
128
Washington Trust
Rhode Island
$13.1M -$144K -705 -1%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$13M – – –
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$13M +$1.08M +5,264 +9%
IG
131
ING Group
Netherlands
$12.9M +$9.63M +47,032 +292%
AAM
132
Advisors Asset Management
Colorado
$12.9M +$73.5K +359 +0.6%
MCM
133
McRae Capital Management
New Jersey
$12.8M -$64.5K -315 -0.5%
1C
134
1623 Capital
Virginia
$12.6M +$81.9K +400 +0.7%
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$12.2M -$1.48M -7,224 -11%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$11.8M -$2.98M -14,579 -20%
Acadian Asset Management
137
Acadian Asset Management
Massachusetts
$11.8M -$3.66M -17,865 -24%
AQR Capital Management
138
AQR Capital Management
Connecticut
$11.7M +$4.76M +23,252 +69%
Truist Financial
139
Truist Financial
North Carolina
$11.5M -$2.47M -12,063 -18%
ROC
140
Running Oak Capital
Minnesota
$11.5M +$938K +4,580 +9%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4M +$291K +1,413 +3%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$11.4M +$264K +1,289 +2%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$11.3M +$193K +941 +2%
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$11.3M +$548K +2,685 +5%
FNBT
145
FineMark National Bank & Trust
Florida
$11.2M +$236K +1,151 +2%
SG Americas Securities
146
SG Americas Securities
New York
$11.2M +$9.69M +47,308 +664%
ProShare Advisors
147
ProShare Advisors
Maryland
$11.1M +$224K +1,091 +2%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$11M +$33.8K +165 +0.3%
Federated Hermes
149
Federated Hermes
Pennsylvania
$11M +$10.5M +51,338 +2,255%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$11M -$92.4K -451 -0.8%
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