Broadridge
1,051 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 393 increasing their positions, 337 reducing their positions, and 78 closing their positions.
122% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $5.06M
68% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 78
17% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 337
11% more capital invested
Capital invested by funds: $22.3B → $24.9B (+$2.57B)
4% more funds holding
Funds holding: 1,012 → 1,051 (+39)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.06% less ownership
Funds ownership: 89.34% → 89.28% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$266M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$88M |
| 3 |
State Street
Boston,
Massachusetts
|
+$78.8M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$70.4M |
| 5 |
BlackRock
New York
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$244M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$184M |
| 3 |
Renaissance Technologies
New York
|
-$51.8M |
| 4 |
Morgan Stanley
New York
|
-$43.5M |
| 5 |
Amundi
Paris,
France
|
-$39.1M |
BR Hedge Fund Activity: Q4 2024 in Review
1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2024, worth a combined $24.9B — up 11% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new BR positions and 78 closed out — a net gain of 53 holders — while 393 added to existing stakes and 337 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was APG Asset Management, cutting an estimated $244M.
- 1,051 institutional investors held Broadridge (BR) as of Q4 2024, up from 1,012 in Q3 2024.
- Funds reported $24.9B of Broadridge stock for Q4 2024, up 11% quarter-over-quarter.
- 131 funds opened new Broadridge positions in Q4 2024 and 78 closed out, a net change of +53 holders.
- The largest Broadridge buyer in Q4 2024 was T. Rowe Price Associates, an estimated $266M added.
- The largest Broadridge seller in Q4 2024 was APG Asset Management, an estimated $244M sold.
Based on aggregated 13F filings for Q4 2024.