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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 %
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$7.03M +$7.03M +32,708 New
AAM
202
Aureus Asset Management
Massachusetts
$6.95M +$805K +3,745 +13%
SBIA
203
Sheaff Brock Investment Advisors
Indiana
$6.87M +$35.1K +163 +0.5%
SOMRS
204
State of Michigan Retirement System
Michigan
$6.83M -$129K -600 -2%
Jane Street
205
Jane Street
New York
$6.77M -$1.5M -6,968 -18%
William Blair & Company
206
William Blair & Company
Illinois
$6.77M +$333K +1,550 +5%
AIM
207
Achmea Investment Management
Netherlands
$6.7M -$13.3M -61,714 -66%
PKC
208
Palmer Knight Company
Florida
$6.62M -$28.4K -132 -0.4%
CF
209
Corebridge Financial
Texas
$6.59M -$298K -1,388 -4%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$6.59M +$75.7K +352 +1%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$6.57M -$95.2K -443 -1%
II
212
IFM Investors
Australia
$6.46M +$201K +935 +3%
AI
213
Atria Investments
North Carolina
$6.37M +$561K +2,610 +10%
GLA
214
Great Lakes Advisors
Illinois
$6.32M -$180K -838 -3%
SEI Investments
215
SEI Investments
Pennsylvania
$6.3M +$1.11M +5,169 +21%
AI
216
AdvisorShares Investments
Maryland
$6.28M +$99.8K +464 +2%
BAM
217
Bell Asset Management
Australia
$6.28M -$3.23M -15,036 -34%
BFW
218
Brady Family Wealth
Missouri
$6.14M -$104K -482 -2%
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$6.05M -$319K -1,485 -5%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$6.03M +$1.08M +5,002 +22%
TCM
221
Teza Capital Management
Illinois
$5.9M +$5.9M +27,415 New
KPWS
222
Kestra Private Wealth Services
Texas
$5.87M +$63.4K +295 +1%
Brown Advisory
223
Brown Advisory
Maryland
$5.86M +$85.8K +399 +1%
CCIA
224
Campbell & Co Investment Adviser
Maryland
$5.81M +$5.81M +27,033 New
Neuberger Berman Group
225
Neuberger Berman Group
New York
$5.76M +$2.54M +11,835 +79%
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