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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.

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
1
Morgan Stanley
New York
$2.55B
2
Man Group
2
Man Group
United Kingdom
$88.9M
3
Millennium Management
3
Millennium Management
New York
$99.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$852M
5
APG Asset Management
5
APG Asset Management
Netherlands
$724M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$628M
2
Select Equity Group
2
Select Equity Group
New York
$0
3
Parnassus Investments
3
Parnassus Investments
California
$164M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$48.5M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$577M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B 13,951,669 +110,886 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$2.55B 12,373,074 +6,422,256 +108%
BlackRock
3
BlackRock
New York
$2.01B 9,754,315 +155,044 +2%
State Street
4
State Street
Massachusetts
$994M 4,814,385 +209,431 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$852M 4,140,017 +314,004 +8%
APG Asset Management
6
APG Asset Management
Netherlands
$724M 3,884,488 +343,911 +10%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$686M 3,335,064 +13,520 +0.4%
Capital International Investors
8
Capital International Investors
California
$628M 3,054,013 -845,500 -22%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$577M 2,803,441 -166,813 -6%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$545M 2,649,779 -151,749 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$536M 2,610,406 +61,032 +2%
JIM
12
Jensen Investment Management
Oregon
$367M 1,782,855 -42,484 -2%
Barclays
13
Barclays
United Kingdom
$328M 1,594,001 +13,470 +0.9%
Stifel Financial
14
Stifel Financial
Missouri
$315M 1,532,075 -10,432 -0.7%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$286M 1,452,720 +323,051 +29%
Wells Fargo
16
Wells Fargo
California
$256M 1,242,142 -46,425 -4%
Northern Trust
17
Northern Trust
Illinois
$255M 1,240,254 -82,725 -6%
BG
18
Bahl & Gaynor
Ohio
$223M 1,082,210 +14,005 +1%
MIM
19
Meridiem Investment Management
United Kingdom
$210M 1,020,533 +147,293 +17%
Macquarie Group
20
Macquarie Group
Australia
$207M 1,007,351 -20,799 -2%
Franklin Resources
21
Franklin Resources
California
$199M 964,803 -24,159 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$193M 937,917 -141,207 -13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$181M 880,395 +33,101 +4%
Invesco
24
Invesco
Georgia
$180M 876,329 +125,259 +17%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$170M 855,504 -25,747 -3%
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