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Broadridge
BR

Overview Fund Activity

999 hedge funds and large institutions have $22.2B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 47 closing their positions.

Holders
999
Holders Change
+82
Holders Change %
+8.94%
% of All Funds
14.45%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
137
Increased
354
Reduced
350
Closed
47
Calls
$37.1M
Puts
$6.51M
Net Calls
+$30.6M
Net Calls Change
+$28.8M

Top Buyers

1
Amundi
1
Amundi
France
$196M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$87.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$51.8M
4
JCM
4
Junto Capital Management
New York
$45.2M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$43.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$510M
2
APG Asset Management
2
APG Asset Management
Netherlands
$532M
3
Capital International Investors
3
Capital International Investors
California
$591M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.15B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.06B 14,220,092 -64,994 -0.5%
BlackRock
2
BlackRock
New York
$2.21B 10,262,316 +135,783 +1%
Morgan Stanley
3
Morgan Stanley
New York
$1.15B 5,349,289 -367,185 -6%
State Street
4
State Street
Massachusetts
$1.12B 5,181,715 +51,439 +1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$696M 3,236,793 -51,403 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$643M 2,999,874 +15,208 +0.5%
Capital International Investors
7
Capital International Investors
California
$591M 2,751,609 -644,501 -19%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$573M 2,663,099 -18,557 -0.7%
APG Asset Management
9
APG Asset Management
Netherlands
$532M 2,762,786 -1,230,159 -31%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$510M 2,373,761 -1,649,032 -41%
JIM
11
Jensen Investment Management
Oregon
$353M 1,643,215 -95,065 -5%
Barclays
12
Barclays
United Kingdom
$346M 1,608,021 -54,032 -3%
Mitsubishi UFJ Asset Management
13
Mitsubishi UFJ Asset Management
Japan
$345M 1,606,228 +43,663 +3%
Stifel Financial
14
Stifel Financial
Missouri
$343M 1,594,415 +5,813 +0.4%
Invesco
15
Invesco
Georgia
$302M 1,405,931 +59,164 +4%
Northern Trust
16
Northern Trust
Illinois
$277M 1,290,460 -28,902 -2%
Wells Fargo
17
Wells Fargo
California
$260M 1,210,595 -32,836 -3%
BG
18
Bahl & Gaynor
Ohio
$237M 1,100,341 -8,526 -0.8%
MIM
19
Meridiem Investment Management
United Kingdom
$232M 1,078,269 -30,453 -3%
Macquarie Group
20
Macquarie Group
Australia
$213M 990,748 -9,983 -1%
Franklin Resources
21
Franklin Resources
California
$206M 929,083 -30,386 -3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$203M 945,574 +4,449 +0.5%
Amundi
23
Amundi
France
$196M 903,061 +421,116 +87%
UBS AM
24
UBS AM
Illinois
$195M 904,919 +20,775 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$188M 876,024 -26,800 -3%
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