Broadridge
931 hedge funds and large institutions have $20.9B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 75 closing their positions.
26% more capital inflows, than outflows
Capital inflows: $866M | Capital outflows: $689M
17% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $10.8M
17% more repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 323
4% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 75
0.09% more ownership
Funds ownership: 89.65% → 89.74% (+0.09%)
1% less funds holding
Funds holding: 942 → 931 (-11)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$82.5M |
| 2 |
BlackRock
New York
|
+$80M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$66.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$48.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$76.5M |
| 2 |
Morgan Stanley
New York
|
-$59.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$54.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$53M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$43M |
BR Hedge Fund Activity: Q2 2024 in Review
931 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q2 2024, worth a combined $20.9B — down 3.2% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BR positions and 75 closed out — a net gain of 3 holders — while 377 added to existing stakes and 323 trimmed.
The largest buyer was Aberdeen Group, adding an estimated $82.5M. The largest seller was Millennium Management, cutting an estimated $76.5M.
- 931 institutional investors held Broadridge (BR) as of Q2 2024, down from 942 in Q1 2024.
- Funds reported $20.9B of Broadridge stock for Q2 2024, down 3.2% quarter-over-quarter.
- 78 funds opened new Broadridge positions in Q2 2024 and 75 closed out, a net change of +3 holders.
- The largest Broadridge buyer in Q2 2024 was Aberdeen Group, an estimated $82.5M added.
- The largest Broadridge seller in Q2 2024 was Millennium Management, an estimated $76.5M sold.
Based on aggregated 13F filings for Q2 2024.