BR icon

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 %
RAM
176
Resona Asset Management
Japan
$8.75M +$8.75M +42,689 New
MGWM
177
Marks Group Wealth Management
Minnesota
$8.52M -$224K -1,094 -3%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$8.49M +$155K +754 +2%
SMP
179
Santa Monica Partners
Florida
$8.36M – – –
MCG
180
McCollum Christoferson Group
New York
$8.31M -$128K -624 -2%
ZCI
181
Zevenbergen Capital Investments
Washington
$8.19M -$615K -3,000 -7%
AC
182
Addenda Capital
Quebec, Canada
$8.17M -$431K -2,097 -5%
BAM
183
Bell Asset Management
Australia
$8.13M -$46.5K -227 -0.6%
TW
184
Transform Wealth
Colorado
$8.04M +$471K +2,290 +6%
SG
185
Sienna Gestion
France
$7.92M +$7.92M +38,673 New
GIA
186
GHP Investment Advisors
Colorado
$7.84M -$109K -532 -1%
Credit Agricole
187
Credit Agricole
France
$7.77M +$7.13M +36,921 +1,109%
MML Investors Services
188
MML Investors Services
Massachusetts
$7.74M +$374K +1,826 +5%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$7.71M +$793K +4,054 +11%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$7.51M -$7.28M -35,550 -49%
SO
191
STRS Ohio
Ohio
$7.41M +$126K +615 +2%
Axa
192
Axa
France
$7.31M +$1.05M +5,142 +17%
AMM
193
American Money Management
California
$7.28M -$10K -49 -0.1%
COA
194
Crown Oak Advisors
California
$7.15M +$152K +744 +2%
BWP
195
Barlow Wealth Partners
Kentucky
$6.98M +$254K +1,275 +4%
BTW
196
Boston Trust Walden
Massachusetts
$6.89M -$3.65M -17,821 -35%
OBGC
197
O'Brien Greene & Co
Pennsylvania
$6.88M -$45.3K -221 -0.7%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$6.8M +$6.8M +33,169 New
ASRS
199
Arizona State Retirement System
Arizona
$6.63M -$21.3K -104 -0.3%
AIG
200
American International Group
New York
$6.61M -$46.3K -226 -0.7%
6 7
8
9 10