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Broadridge
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Overview Fund Activity

1,039 hedge funds and large institutions have $24.9B invested in Broadridge in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 336 reducing their positions, and 76 closing their positions.

Holders
1,039
Holders Change
+40
Holders Change %
+4%
% 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
130
Increased
387
Reduced
336
Closed
76
Calls
$11.3M
Puts
$5.06M
Net Calls
+$6.19M
Net Calls Change
-$24.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$805M
2
Norges Bank
2
Norges Bank
Norway
$107M
3
Raymond James Financial
3
Raymond James Financial
Florida
$104M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$99.2M
5
State Street
5
State Street
Massachusetts
$1.26B

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$365M
2
Capital International Investors
2
Capital International Investors
California
$436M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.17B
5
Amundi
5
Amundi
France
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.23B 14,294,766 +74,674 +0.5%
BlackRock
2
BlackRock
New York
$2.38B 10,532,488 +270,172 +3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.31B 5,790 -50 -0.9%
State Street
4
State Street
Massachusetts
$1.26B 5,533,461 +351,746 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.17B 5,155,298 -193,991 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$805M 3,560,316 +1,186,555 +50%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$719M 3,180,849 -55,944 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$685M 3,037,015 +37,141 +1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$564M 2,495,407 -167,692 -6%
Capital International Investors
10
Capital International Investors
California
$436M 1,930,412 -821,197 -30%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$378M 1,649,761 +43,533 +3%
Barclays
12
Barclays
United Kingdom
$373M 1,648,527 +40,506 +3%
JIM
13
Jensen Investment Management
Oregon
$367M 1,622,179 -21,036 -1%
Stifel Financial
14
Stifel Financial
Missouri
$365M 1,615,131 +20,716 +1%
APG Asset Management
15
APG Asset Management
Netherlands
$365M 1,671,407 -1,091,379 -40%
Northern Trust
16
Northern Trust
Illinois
$363M 1,604,783 +314,323 +24%
Invesco
17
Invesco
Georgia
$330M 1,461,011 +55,080 +4%
Wells Fargo
18
Wells Fargo
California
$271M 1,198,106 -12,489 -1%
BG
19
Bahl & Gaynor
Ohio
$255M 1,129,824 +29,483 +3%
MIM
20
Meridiem Investment Management
United Kingdom
$242M 1,069,196 -9,073 -0.8%
UBS AM
21
UBS AM
Illinois
$236M 1,043,126 +138,207 +15%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$220M 971,780 +26,206 +3%
Macquarie Group
23
Macquarie Group
Australia
$216M 958,993 -31,755 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$215M 949,317 +76,320 +9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$203M 896,718 +20,694 +2%
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