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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 %
Truist Financial
151
Truist Financial
North Carolina
$11.6M +$228K +1,062 +2%
IG
152
ING Group
Netherlands
$11.4M +$7.99M +37,166 +234%
IIM
153
INTECH Investment Management
Florida
$11.3M +$5.49M +25,539 +95%
Asset Management One
154
Asset Management One
Japan
$11.3M +$1.42M +6,608 +14%
Citadel Advisors
155
Citadel Advisors
Florida
$11.2M +$11.2M +51,912 +207,648%
AIMC
156
Alley Investment Management Company
Illinois
$11.1M +$23K +107 +0.2%
Victory Capital Management
157
Victory Capital Management
Texas
$10.9M +$617K +2,871 +6%
SG
158
Sienna Gestion
France
$10.9M +$2.61M +12,170 +31%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$10.7M +$108K +504 +1%
VCM
160
Vision Capital Management
Oregon
$10.6M +$117K +544 +1%
Diamond Hill Capital Management
161
Diamond Hill Capital Management
Ohio
$10.4M -$192K -895 -2%
SAM
162
Southernsun Asset Management
Tennessee
$10.4M +$7.53K +35 +0.1%
GAM
163
Gotham Asset Management
New York
$10.3M +$9.58M +44,537 +1,317%
AC
164
Addenda Capital
Quebec, Canada
$10M -$4.75K -22 -0%
MFAM
165
Motley Fool Asset Management
Virginia
$9.99M +$124K +576 +1%
CB
166
Commerce Bank
Missouri
$9.92M -$239K -1,112 -2%
CJL
167
Cyrus J. Lawrence
New York
$9.88M +$109K +506 +1%
Comerica Bank
168
Comerica Bank
Texas
$9.85M -$118K -550 -1%
SO
169
STRS Ohio
Ohio
$9.78M +$1.08M +5,000 +12%
MSV
170
MN Services Vermogensbeheer
Netherlands
$9.7M -$237K -1,100 -2%
Corient Private Wealth
171
Corient Private Wealth
Florida
$9.56M -$309K -1,437 -3%
MCM
172
Mattern Capital Management
Colorado
$9.51M -$30.7K -143 -0.3%
CGPCS
173
Capital Group Private Client Services
California
$9.41M -$115K -537 -1%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$9.31M +$394K +1,825 +4%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$9.03M – – –
5 6
7
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