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Broadridge
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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 %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$15.5M +$5.81M +27,026 +60%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$15.5M +$4.22M +19,620 +37%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$175K -814 -1%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$14.9M +$2.6M +12,112 +21%
MIS
130
Morningstar Investment Services
Illinois
$14.7M -$4.76M -22,447 -24%
DLA
131
Douglas Lane & Associates
New York
$14.7M -$1.65M -7,659 -10%
TI
132
Trexquant Investment
Connecticut
$14.4M +$14.4M +67,174 New
FNBOO
133
First National Bank of Omaha
Nebraska
$14.1M -$275K -1,280 -2%
Adage Capital Partners
134
Adage Capital Partners
Massachusetts
$14M +$6.79M +31,600 +95%
AAM
135
Advisors Asset Management
Colorado
$13.7M -$66.7K -310 -0.5%
CGH
136
Crossmark Global Holdings
Texas
$13.6M -$94.8K -441 -0.7%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$13.6M +$2.7M +12,570 +25%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$13.5M -$419K -1,950 -3%
MCM
139
McRae Capital Management
New Jersey
$13.4M -$80.6K -375 -0.6%
WT
140
Washington Trust
Rhode Island
$13.2M -$188K -872 -1%
ROC
141
Running Oak Capital
Minnesota
$13.1M +$476K +2,213 +4%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$13M +$2.51M +11,684 +24%
FRAF
143
Första AP-fonden
Sweden
$12.8M +$624K +2,900 +5%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.4M -$1.09M -5,065 -8%
PP
145
Prudential plc
United Kingdom
$12.4M +$723K +3,360 +6%
US Bancorp
146
US Bancorp
Minnesota
$11.9M +$513K +2,385 +5%
FNBT
147
FineMark National Bank & Trust
Florida
$11.8M -$183K -851 -2%
ProShare Advisors
148
ProShare Advisors
Maryland
$11.8M +$215 +1 +0%
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
$11.8M -$79.5K -377 -0.7%
Axa
150
Axa
France
$11.8M +$3.96M +18,419 +51%
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