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Broadridge
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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.

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
1
Invesco
Georgia
$245M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$137M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$57.3M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$585M
5
Goldman Sachs
5
Goldman Sachs
New York
$132M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$0
3
Parnassus Investments
3
Parnassus Investments
California
$111M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.87B 13,991,206 +39,537 +0.3%
BlackRock
2
BlackRock
New York
$1.99B 9,723,118 -31,197 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$1.23B 6,017,077 -6,355,997 -51%
State Street
4
State Street
Massachusetts
$1B 4,883,805 +69,420 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$854M 4,168,197 +28,180 +0.7%
APG Asset Management
6
APG Asset Management
Netherlands
$761M 4,013,158 +128,670 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$671M 3,275,391 -59,673 -2%
Capital International Investors
8
Capital International Investors
California
$627M 3,061,983 +7,970 +0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$585M 2,864,585 +254,179 +10%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$543M 2,650,101 +322 +0%
JIM
11
Jensen Investment Management
Oregon
$364M 1,776,877 -5,978 -0.3%
Stifel Financial
12
Stifel Financial
Missouri
$324M 1,582,469 +50,394 +3%
Barclays
13
Barclays
United Kingdom
$317M 1,546,220 -47,781 -3%
Mitsubishi UFJ Asset Management
14
Mitsubishi UFJ Asset Management
Japan
$307M 1,496,678 +43,958 +3%
Northern Trust
15
Northern Trust
Illinois
$264M 1,290,029 +49,775 +4%
Wells Fargo
16
Wells Fargo
California
$261M 1,274,560 +32,418 +3%
Invesco
17
Invesco
Georgia
$245M 1,197,808 +321,479 +37%
BG
18
Bahl & Gaynor
Ohio
$226M 1,102,233 +20,023 +2%
MIM
19
Meridiem Investment Management
United Kingdom
$213M 1,038,563 +18,030 +2%
Macquarie Group
20
Macquarie Group
Australia
$203M 992,756 -14,595 -1%
Franklin Resources
21
Franklin Resources
California
$196M 958,474 -6,329 -0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$187M 911,234 -26,683 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$178M 869,107 -11,288 -1%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$174M 850,316 -5,188 -0.6%
Legal & General Group
25
Legal & General Group
United Kingdom
$168M 819,695 +30,189 +4%
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