BROADRIDGE FINANCIAL SOLUTIO (BR) Institutional Ownership Changes & 13F Activity

BROADRIDGE FINANCIAL SOLUTIO (BR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Parnassus Endeavor Fund, Jensen Investment Management, Sequoia Financial Advisors, Renaissance Technologies LLC, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Sequoia Financial AdvisorsBuy1,7671,767$363,561
Q3 2023Jensen Investment ManagementBuy43,2351,825,339$326,826,948
Q3 2023Renaissance Technologies LLCBuy38,500134,900$24,154
Q2 2023Parnassus Endeavor FundSell-150,2261,052,293$174,291,290
Q2 2023Renaissance Technologies LLCSell-44,10096,400$15,967
Q2 2023Jensen Investment ManagementBuy18,4651,782,104$295,169,886
Q1 2023Jensen Investment ManagementSell-56,4441,763,639$255,921,655
Q4 2022Parnassus Endeavor FundSell-257,9001,202,519$161,293,873
Q4 2022Jensen Investment ManagementBuy102,4051,820,083$244,127,733
Q4 2022Meritage GroupBuy1,6431,643$220
Q3 2022Renaissance Technologies LLCBuy136,400140,500$20,277
Q3 2022Jensen Investment ManagementSell-18,9801,717,678$247,895
Q2 2022Parnassus Endeavor FundBuy138,0921,460,419$208,183
Q2 2022Jensen Investment ManagementBuy52,0401,736,658$247,561
Q1 2022Parnassus Endeavor FundBuy383,1451,322,327$205,900
Q1 2022Jensen Investment ManagementBuy12,8901,684,618$262,312
Q4 2021Renaissance Technologies LLCSell-318,3004,100$750
Q4 2021Jensen Investment ManagementSell-83,5251,671,728$305,625
Q4 2021Parnassus Endeavor FundBuy60,844939,182$171,701
Q3 2021Jensen Investment ManagementSell-192,4171,755,253$292,495
Q3 2021Renaissance Technologies LLCBuy136,300322,400$53,725
Q2 2021Parnassus Endeavor FundBuy737,057878,338$141,878
Q2 2021Renaissance Technologies LLCBuy148,200186,100$30,061
Q2 2021Jensen Investment ManagementSell-15,2521,947,670$314,607
Q1 2021Jensen Investment ManagementBuy39,0421,962,922$300,523
Q4 2020Renaissance Technologies LLCSell-225,70037,900$5,806
Q4 2020Jensen Investment ManagementBuy14,0261,923,880$294,738
Q3 2020Renaissance Technologies LLCBuy135,100263,600$34,795
Q3 2020Jensen Investment ManagementBuy8,6401,909,854$252,101
Q3 2020Parnassus Endeavor FundSell-3,236141,281$18,649

Frequently asked questions about BR activity

  • Which institutional owners are buying BR?

    Institutional owners buying BR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BR activity?

    "Buy" means an investor increased their reported position in BR compared to the prior reporting period. This reflects growing exposure to BROADRIDGE FINANCIAL SOLUTIO (BR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BR increasing?

    Institutional interest in BR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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