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Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Aureus Asset Management
Massachusetts
$3.71M +$462K +2,630 +15%
BC
252
Burney Company
Virginia
$3.7M -$88.4K -503 -2%
VI
253
Vestcor Inc
New Brunswick, Canada
$3.69M -$172K -977 -5%
X
254
Xponance
Pennsylvania
$3.61M +$274K +1,561 +9%
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.56M -$28.1K -160 -0.8%
State of Tennessee, Department of Treasury
256
State of Tennessee, Department of Treasury
Tennessee
$3.53M -$52.2K -297 -2%
GIBU
257
Gulf International Bank (UK)
United Kingdom
$3.52M -$721K -4,100 -18%
GAM
258
Garrison Asset Management
Arkansas
$3.42M +$703 +4 +0%
Fiera Capital (Canada)
259
Fiera Capital (Canada)
Quebec, Canada
$3.36M +$292K +1,660 +10%
ASN
260
Advisory Services Network
Georgia
$3.36M +$80.7K +459 +3%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$3.31M -$67.8K -386 -2%
N
262
Natixis
France
$3.31M -$4.2M -23,867 -57%
LRIC
263
Long Road Investment Counsel
Michigan
$3.28M
HighTower Advisors
264
HighTower Advisors
Illinois
$3.28M -$2.86M -16,252 -48%
MSL
265
Mackay Shields LLC
New York
$3.2M -$63.5K -361 -2%
MFM
266
MD Financial Management
Ontario, Canada
$3.19M -$63.8K -363 -2%
CCMD
267
Cypress Capital Management (Delaware)
Delaware
$3.18M +$645K +3,670 +27%
Wealthfront Advisers
268
Wealthfront Advisers
California
$3.17M +$785K +4,467 +35%
GAM
269
Gotham Asset Management
New York
$3.15M -$97.4K -554 -3%
PA
270
PFG Advisors
Arizona
$3.12M -$102K -580 -3%
CIM
271
Caldwell Investment Management
Ontario, Canada
$3.07M +$2.94M +16,700 New
M&T Bank
272
M&T Bank
New York
$3.01M -$27.6K -157 -0.9%
Comerica Bank
273
Comerica Bank
Texas
$2.99M +$21.4K +122 +0.6%
Creative Planning
274
Creative Planning
Kansas
$2.96M +$42.7K +243 +2%
TPSF
275
Texas Permanent School Fund
Texas
$2.94M -$328K -1,868 -10%