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Broadridge
BR

Overview Fund Activity

911 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+64
Holders Change %
+7.56%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
126
Increased
289
Reduced
352
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.32B
2
Man Group
Man Group
United Kingdom
+$88.9M
3
Millennium Management
Millennium Management
New York
+$74.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64.6M
5
APG Asset Management
APG Asset Management
Netherlands
+$64.1M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$174M
2
Select Equity Group
Select Equity Group
New York
-$53.5M
3
Parnassus Investments
Parnassus Investments
California
-$52.8M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$35.9M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$8.34M -$82.3K -400 -1%
Aviva
177
Aviva
United Kingdom
$8.34M +$205K +997 +3%
BNP Paribas Asset Management
178
BNP Paribas Asset Management
France
$8.27M +$3.45M +16,788 +72%
BAM
179
Bell Asset Management
Australia
$8.21M -$29.8K -145 -0.4%
GIA
180
GHP Investment Advisors
Colorado
$7.98M +$35.6K +173 +0.4%
Renaissance Technologies
181
Renaissance Technologies
New York
$7.88M -$19.9M -96,600 -72%
TW
182
Transform Wealth
Colorado
$7.6M +$231K +1,117 +3%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$7.57M +$867K +4,216 +13%
MML Investors Services
184
MML Investors Services
Massachusetts
$7.39M +$352K +1,713 +5%
SO
185
STRS Ohio
Ohio
$7.32M +$1.87M +9,071 +34%
AMM
186
American Money Management
California
$7.32M -$33.5K -163 -0.5%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$7.06M +$344K +1,723 +5%
COA
188
Crown Oak Advisors
California
$7.03M +$7.03M +34,179 New
AQR Capital Management
189
AQR Capital Management
Connecticut
$6.98M +$3.18M +15,464 +84%
BWP
190
Barlow Wealth Partners
Kentucky
$6.96M +$6.96M +33,833 New
OBGC
191
O'Brien Greene & Co
Pennsylvania
$6.95M -$104K -506 -1%
IAA
192
Independent Advisor Alliance
North Carolina
$6.83M -$617K -3,000 -8%
AIM
193
Achmea Investment Management
Netherlands
$6.71M +$3.01M +14,627 +81%
MIM
194
MetLife Investment Management
New Jersey
$6.7M -$142K -691 -2%
AIG
195
American International Group
New York
$6.69M -$5.97K -29 -0.1%
ASRS
196
Arizona State Retirement System
Arizona
$6.68M +$56.8K +276 +0.9%
SOMRS
197
State of Michigan Retirement System
Michigan
$6.62M -$41.2K -200 -0.6%
AB
198
Amalgamated Bank
New York
$6.6M +$135K +654 +2%
NG
199
Northstar Group
New York
$6.53M -$4.32K -21 -0.1%
William Blair & Company
200
William Blair & Company
Illinois
$6.51M -$64.6K -314 -1%
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