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Our quarterly report on what the world’s largest funds bought and sold
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Broadridge
BR
Market cap
$19.5B
Overview
Fund Trends
Fund Holders
172.97
USD
-1.14
0.65%
At close
Updated
Oct 16, 11:54 AM EDT
Pre-market
After hours
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
-0.65%
5 days
4.05%
1 month
3.52%
3 months
13.01%
6 months
6.5%
Year to date
-21.54%
1 year
-23.59%
5 years
-2.84%
10 years
164%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
251
SNB
251
Security National Bank
Omaha,
Nebraska
$2.33M
+$256K
+2,247
+10%
252
252
Putnam Investments
Boston,
Massachusetts
$2.29M
-$54.9K
-481
-2%
253
DCM
253
Decatur Capital Management
Decatur,
Georgia
$2.29M
-$705K
-6,175
-20%
254
254
First Trust Advisors
Wheaton,
Illinois
$2.26M
-$8.19M
-71,798
-75%
255
255
Holocene Advisors
New York
$2.24M
+$2.69M
+23,616
New
256
TPCM
256
Three Peaks Capital Management
Castle Rock,
Colorado
$2.23M
+$407K
+3,563
+18%
257
257
BOK Financial
Tulsa,
Oklahoma
$2.19M
+$555K
+4,868
+27%
258
OA
258
Oxbow Advisors
Austin,
Texas
$2.19M
+$2.63M
+23,060
New
259
259
Engineers Gate Manager
New York
$2.15M
+$2.23M
+19,580
+633%
260
260
Nomura Asset Management
Tokyo,
Japan
$2.13M
-$1.76M
-15,420
-41%
261
261
Janney Montgomery Scott
Philadelphia,
Pennsylvania
$2.12M
-$506K
-4,434
-17%
262
MLICM
262
Metropolitan Life Insurance Company (MetLife)
New York
$2.12M
-$36.3K
-318
-1%
263
GAM
263
Griffin Asset Management
New York
$2.12M
-$740K
-6,490
-23%
264
BCM
264
Brown Capital Management
Baltimore,
Maryland
$2.1M
+$14.5K
+127
+0.6%
265
265
Utah Retirement Systems
Salt Lake City,
Utah
$2.06M
–
–
–
266
266
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
$2.05M
-$2.25M
-19,683
-48%
267
FL
267
Fort LP
Chevy Chase,
Maryland
$2.04M
-$6.85K
-60
-0.3%
268
268
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
$2.03M
+$2.44M
+21,400
New
269
269
Massachusetts Financial Services
Boston,
Massachusetts
$2.01M
+$7.64K
+67
+0.3%
270
TPSF
270
Texas Permanent School Fund
Austin,
Texas
$1.97M
+$58.2K
+510
+3%
271
GIA
271
GHP Investment Advisors
Denver,
Colorado
$1.93M
+$38.5K
+337
+2%
272
HT
272
HighTower Trust
Houston,
Texas
$1.91M
+$163K
+1,425
+8%
273
273
CIBC World Markets
New York
$1.88M
-$17.3M
-152,047
-88%
274
NG
274
Northstar Group
New York
$1.87M
+$1.65M
+14,480
+281%
275
275
ProShare Advisors
Bethesda,
Maryland
$1.86M
-$826K
-7,241
-27%
1
9
10
11
12
13
33
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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