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Broadridge

1,051 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 393 increasing their positions, 337 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $5.06M

68% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 78

17% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 337

11% more capital invested

Capital invested by funds: $22.3B → $24.9B (+$2.57B)

4% more funds holding

Funds holding: 1,0121,051 (+39)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.06% less ownership

Funds ownership: 89.34%89.28% (-0.06%)

Holders
1,051
Holders Change
+39
Holders Change %
+3.85%
% of All Funds
13.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
131
Increased
393
Reduced
337
Closed
78
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.23B +$16.7M +74,674 +0.5%
BlackRock
2
BlackRock
New York
$2.38B +$60.5M +270,172 +3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.31B -$11.2K -50 -0.9%
State Street
4
State Street
Massachusetts
$1.26B +$78.8M +351,746 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.17B -$43.5M -193,991 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$805M +$266M +1,186,555 +50%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$719M -$12.5M -55,944 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$685M +$8.32M +37,141 +1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$564M -$37.6M -167,692 -6%
Capital International Investors
10
Capital International Investors
California
$436M -$184M -821,197 -30%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$378M +$9.75M +43,533 +3%
Barclays
12
Barclays
United Kingdom
$373M +$9.07M +40,506 +3%
JIM
13
Jensen Investment Management
Oregon
$367M -$4.71M -21,036 -1%
Stifel Financial
14
Stifel Financial
Missouri
$365M +$4.64M +20,716 +1%
APG Asset Management
15
APG Asset Management
Netherlands
$365M -$244M -1,091,379 -40%
Northern Trust
16
Northern Trust
Illinois
$363M +$70.4M +314,323 +24%
Invesco
17
Invesco
Georgia
$330M +$12.3M +55,080 +4%
Wells Fargo
18
Wells Fargo
California
$271M -$2.8M -12,489 -1%
BG
19
Bahl & Gaynor
Ohio
$255M +$6.6M +29,483 +3%
MIM
20
Meridiem Investment Management
United Kingdom
$242M -$2.03M -9,073 -0.8%
UBS AM
21
UBS AM
Illinois
$236M +$31M +138,207 +15%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$220M +$5.87M +26,206 +3%
Macquarie Group
23
Macquarie Group
Australia
$216M -$7.11M -31,755 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$215M +$17.1M +76,320 +9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$203M +$4.64M +20,694 +2%

BR Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q4 2024, worth a combined $24.9B — up 11% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new BR positions and 78 closed out — a net gain of 53 holders — while 393 added to existing stakes and 337 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was APG Asset Management, cutting an estimated $244M.

  • 1,051 institutional investors held Broadridge (BR) as of Q4 2024, up from 1,012 in Q3 2024.
  • Funds reported $24.9B of Broadridge stock for Q4 2024, up 11% quarter-over-quarter.
  • 131 funds opened new Broadridge positions in Q4 2024 and 78 closed out, a net change of +53 holders.
  • The largest Broadridge buyer in Q4 2024 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Broadridge seller in Q4 2024 was APG Asset Management, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.