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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$4.16M
252
$4.15M
253
$4.14M
254
$4.13M
255
$4.06M
256
$4.05M
257
$4.04M
258
$4.03M
259
$3.97M
260
$3.96M
261
$3.95M
262
$3.95M
263
$3.88M
264
$3.87M
265
$3.85M
266
$3.82M
267
$3.79M
268
$3.77M
269
$3.73M
270
$3.71M
271
$3.55M
272
$3.48M
273
$3.46M
274
$3.44M
275
$3.42M