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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 %
MAM
176
Meeder Asset Management
Ohio
$8.94M +$37.8K +176 +0.4%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$8.91M +$869K +4,039 +11%
GIA
178
GHP Investment Advisors
Colorado
$8.84M +$235K +1,094 +3%
MGWM
179
Marks Group Wealth Management
Minnesota
$8.84M +$133K +617 +2%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.79M +$993K +4,624 +13%
SMP
181
Santa Monica Partners
Florida
$8.77M – – –
TW
182
Transform Wealth
Colorado
$8.71M +$133K +618 +2%
RAM
183
Resona Asset Management
Japan
$8.46M -$229K -1,068 -3%
MCG
184
McCollum Christoferson Group
New York
$8.42M -$31.8K -148 -0.4%
FAF
185
Fjarde Ap-fonden
Sweden
$8.2M +$8.2M +38,142 New
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$8.18M +$1.47M +6,829 +22%
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$8.1M -$1.33M -6,269 -14%
Nomura Asset Management
188
Nomura Asset Management
Japan
$7.63M +$490K +2,279 +7%
MML Investors Services
189
MML Investors Services
Massachusetts
$7.62M -$485K -2,254 -6%
MIM
190
MetLife Investment Management
New Jersey
$7.57M -$267K -1,240 -3%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$7.53M +$94.2K +438 +1%
CAC
192
Core Alternative Capital
Georgia
$7.32M -$779K -3,622 -10%
ZCI
193
Zevenbergen Capital Investments
Washington
$7.31M +$15.1K +70 +0.2%
AMM
194
American Money Management
California
$7.31M -$37K -172 -0.5%
ASRS
195
Arizona State Retirement System
Arizona
$7.28M +$324K +1,507 +5%
NG
196
Northstar Group
New York
$7.21M +$136K +632 +2%
OBGC
197
O'Brien Greene & Co
Pennsylvania
$7.19M -$375K -1,746 -5%
BTW
198
Boston Trust Walden
Massachusetts
$7.19M -$78.9K -367 -1%
ECM
199
ExodusPoint Capital Management
New York
$7.14M +$7.14M +33,208 New
COA
200
Crown Oak Advisors
California
$7.06M -$458K -2,130 -6%
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