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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

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

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Cynosure Group
Utah
$4.19M -$7.2K -39 -0.2%
URS
252
Utah Retirement Systems
Utah
$4.17M +$18.4K +100 +0.5%
NA
253
NewEdge Advisors
Louisiana
$4.16M +$456K +2,471 +14%
SNB
254
Security National Bank
Nebraska
$4.15M -$106K -576 -3%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$4.14M -$521K -2,825 -12%
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$4.13M +$90.4K +490 +3%
M&T Bank
257
M&T Bank
New York
$4.06M -$24.2K -131 -0.7%
BC
258
Burney Company
Virginia
$4.05M -$3.69K -20 -0.1%
Handelsbanken Fonder
259
Handelsbanken Fonder
Sweden
$4.04M -$6.27M -33,959 -63%
TC
260
TownSquare Capital
Utah
$4.03M +$1.11K +6 +0%
PP
261
Prudential plc
United Kingdom
$3.97M +$2.44M +13,229 +218%
TRCT
262
Tower Research Capital (TRC)
New York
$3.96M +$2.2M +11,916 +162%
Mirae Asset Global Investments
263
Mirae Asset Global Investments
South Korea
$3.95M -$5.31M -28,788 -60%
GAM
264
Griffin Asset Management
New York
$3.95M +$47.6K +258 +1%
SEI Investments
265
SEI Investments
Pennsylvania
$3.88M +$197K +1,069 +6%
DPAM
266
Degroof Petercam Asset Management
Belgium
$3.87M +$3.47M +18,800 New
TAF
267
Tredje AP-fonden
Sweden
$3.85M -$142K -772 -4%
American Century Companies
268
American Century Companies
Missouri
$3.82M +$453K +2,456 +15%
NYLIM
269
New York Life Investment Management
New York
$3.79M +$9.59K +52 +0.3%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$3.77M +$3.36M +18,220 New
IB
271
Intrust Bank
Kansas
$3.73M -$40.2K -218 -1%
GAM
272
Garrison Asset Management
Arkansas
$3.71M -$31.2K -169 -0.9%
PAM
273
Panagora Asset Management
Massachusetts
$3.55M -$60.3K -327 -2%
AI
274
AdvisorShares Investments
Maryland
$3.48M -$451K -2,446 -13%
LRIC
275
Long Road Investment Counsel
Michigan
$3.46M -$92.2K -500 -3%