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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
251
USS Investment Management
United Kingdom
$2.46M
CAM
252
Cidel Asset Management
Ontario, Canada
$2.44M -$393K -2,768 -13%
MML Investors Services
253
MML Investors Services
Massachusetts
$2.43M +$176K +1,242 +7%
Creative Planning
254
Creative Planning
Kansas
$2.39M +$147K +1,038 +6%
M&T Bank
255
M&T Bank
New York
$2.38M -$32.8K -231 -1%
YCM
256
Yousif Capital Management
Michigan
$2.36M +$61.4K +432 +3%
LRIC
257
Long Road Investment Counsel
Michigan
$2.34M -$71K -500 -3%
Mariner
258
Mariner
Kansas
$2.32M -$398K -2,801 -14%
Comerica Bank
259
Comerica Bank
Texas
$2.28M -$33.5K -236 -1%
TPSF
260
Texas Permanent School Fund
Texas
$2.28M +$76.1K +536 +3%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$2.28M +$182K +1,283 +8%
AQR Capital Management
262
AQR Capital Management
Connecticut
$2.27M +$23.7K +167 +1%
MOACM
263
Mutual of America Capital Management
New York
$2.25M +$81.8K +576 +4%
GAM
264
Gotham Asset Management
New York
$2.25M -$592K -4,165 -20%
EGM
265
Engineers Gate Manager
New York
$2.23M +$1.1M +7,749 +87%
GIA
266
Gateway Investment Advisers
Ohio
$2.23M +$6.25K +44 +0.3%
SWM
267
Sugarloaf Wealth Management
Georgia
$2.23M +$138K +972 +6%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$2.21M -$2.05M -14,397 -47%
HighTower Advisors
269
HighTower Advisors
Illinois
$2.2M -$50.6K -356 -2%
SEM
270
Suncoast Equity Management
Florida
$2.19M +$179K +1,260 +8%
Allianz Asset Management
271
Allianz Asset Management
Germany
$2.16M -$765K -5,386 -25%
Aviva
272
Aviva
United Kingdom
$2.12M -$2.59M -18,264 -54%
FIM
273
Fruth Investment Management
Texas
$2.11M -$432K -3,040 -16%
ASN
274
Advisory Services Network
Georgia
$2.08M -$60.8K -428 -3%
Canada Pension Plan Investment Board
275
Canada Pension Plan Investment Board
Ontario, Canada
$2.05M +$2.14M +15,055 +7,169%