BR icon

Broadridge

1,004 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 352

0.39% less ownership

Funds ownership: 89.52%89.12% (-0.39%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.1M
Puts
$6.51M
Net Calls
Net Calls Change

Top Sellers

1 -$355M
2 -$237M
3 -$138M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$5.09M
252
$5.06M
253
$4.98M
254
$4.95M
255
$4.92M
256
$4.91M
257
$4.84M
258
$4.75M
259
$4.73M
260
$4.71M
261
$4.69M
262
$4.68M
263
$4.54M
264
$4.47M
265
$4.47M
266
$4.44M
267
$4.41M
268
$4.39M
269
$4.37M
270
$4.35M
271
$4.33M
272
$4.32M
273
$4.29M
274
$4.24M
275
$4.22M