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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
PP
276
Prudential plc
United Kingdom
$2.93M -$95.4K -543 -3%
CAM
277
Cidel Asset Management
Ontario, Canada
$2.92M -$402K -2,287 -13%
IG
278
ING Group
Netherlands
$2.87M +$1.03M +5,846 +59%
Millennium Management
279
Millennium Management
New York
$2.86M -$240K -1,363 -8%
FNT
280
First National Trust
Pennsylvania
$2.86M +$2.75M +15,635 New
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$2.83M
MOACM
282
Mutual of America Capital Management
New York
$2.81M +$26.9K +153 +1%
BPM
283
Bowling Portfolio Management
Ohio
$2.79M -$62.4K -355 -2%
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$2.78M +$2.68M +15,236 New
CI
285
Ceera Investments
Texas
$2.77M -$5.27K -30 -0.2%
II
286
IFM Investors
Australia
$2.77M -$26.4K -150 -1%
KBC Group
287
KBC Group
Belgium
$2.75M -$1.03M -5,886 -28%
Neuberger Berman Group
288
Neuberger Berman Group
New York
$2.75M +$615K +3,497 +27%
PAM
289
Panagora Asset Management
Massachusetts
$2.74M -$604K -3,434 -19%
SEI Investments
290
SEI Investments
Pennsylvania
$2.71M +$91.6K +521 +4%
COPPSERS
291
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.67M +$13.2K +75 +0.5%
Daiwa Securities Group
292
Daiwa Securities Group
Japan
$2.66M -$681K -3,875 -21%
CCM
293
Coldstream Capital Management
Washington
$2.62M +$1.22M +6,937 +94%
AIM
294
Aigen Investment Management
New York
$2.57M +$1.5M +8,550 +141%
BFEC
295
Benjamin F. Edwards & Company
Missouri
$2.56M +$42.2K +240 +2%
TCM
296
Tributary Capital Management
Nebraska
$2.54M -$120K -685 -5%
BCM
297
Buckhead Capital Management
Georgia
$2.54M +$309K +1,760 +15%
FAM
298
Fulcrum Asset Management
United Kingdom
$2.53M
SWP
299
Stratos Wealth Partners
Ohio
$2.48M +$118K +673 +5%
PAG
300
Private Advisor Group
New Jersey
$2.47M -$1.4M -7,976 -37%