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Broadridge
BR

Overview Fund Activity

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$100M
2
BlackRock
2
BlackRock
New York
$1.99B
3
Capital International Investors
3
Capital International Investors
California
$669M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.81B
5
State Street
5
State Street
Massachusetts
$1.01B

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$27.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.13B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$906K
4
Man Group
4
Man Group
United Kingdom
$27.2M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.81B 14,285,086 +293,880 +2%
BlackRock
2
BlackRock
New York
$1.99B 10,126,533 +403,415 +4%
Morgan Stanley
3
Morgan Stanley
New York
$1.13B 5,716,474 -300,603 -5%
State Street
4
State Street
Massachusetts
$1.01B 5,130,276 +246,471 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$792M 4,022,793 -145,404 -3%
APG Asset Management
6
APG Asset Management
Netherlands
$734M 3,992,945 -20,213 -0.5%
Capital International Investors
7
Capital International Investors
California
$669M 3,396,110 +334,127 +11%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$648M 3,288,196 +12,805 +0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$587M 2,984,666 +120,081 +4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$528M 2,681,656 +31,555 +1%
JIM
11
Jensen Investment Management
Oregon
$342M 1,738,280 -38,597 -2%
Barclays
12
Barclays
United Kingdom
$327M 1,662,053 +115,833 +7%
Stifel Financial
13
Stifel Financial
Missouri
$313M 1,588,602 +6,133 +0.4%
Mitsubishi UFJ Asset Management
14
Mitsubishi UFJ Asset Management
Japan
$308M 1,562,565 +65,887 +4%
Invesco
15
Invesco
Georgia
$265M 1,346,767 +148,959 +12%
Northern Trust
16
Northern Trust
Illinois
$260M 1,319,362 +29,333 +2%
Wells Fargo
17
Wells Fargo
California
$245M 1,243,431 -31,129 -2%
MIM
18
Meridiem Investment Management
United Kingdom
$218M 1,108,722 +70,159 +7%
BG
19
Bahl & Gaynor
Ohio
$218M 1,108,867 +6,634 +0.6%
Macquarie Group
20
Macquarie Group
Australia
$197M 1,000,731 +7,975 +0.8%
Franklin Resources
21
Franklin Resources
California
$189M 959,469 +995 +0.1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$185M 941,125 +72,018 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$178M 902,824 -8,410 -0.9%
UBS AM
24
UBS AM
Illinois
$174M 884,144 +141,117 +19%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$174M 882,378 +32,062 +4%
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