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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
276
TownSquare Capital
Utah
$2.29M -$4.87K -30 -0.2%
Bank of Nova Scotia
277
Bank of Nova Scotia
Ontario, Canada
$2.27M +$149K +918 +6%
Comerica Bank
278
Comerica Bank
Texas
$2.27M +$14.6K +90 +0.6%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$2.27M -$5.24M -32,294 -67%
Rafferty Asset Management
280
Rafferty Asset Management
New York
$2.26M -$5.66M -34,870 -69%
SWM
281
Sugarloaf Wealth Management
Georgia
$2.26M +$69.6K +429 +3%
Handelsbanken Fonder
282
Handelsbanken Fonder
Sweden
$2.22M +$149K +921 +6%
FNT
283
First National Trust
Pennsylvania
$2.2M +$162 +1 +0%
SCA
284
Snowden Capital Advisors
New York
$2.18M -$48.7K -300 -2%
SEM
285
Suncoast Equity Management
Florida
$2.17M -$32.5K -200 -1%
HSA
286
HBK Sorce Advisory
Pennsylvania
$2.16M +$163K +1,002 +7%
PI
287
PGGM Investments
Netherlands
$2.1M +$2.37M +14,581 New
BPM
288
Bowling Portfolio Management
Ohio
$2.1M -$91K -561 -4%
Verition Fund Management
289
Verition Fund Management
Connecticut
$2.08M +$1.58M +9,710 +208%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$2.06M -$8.44K -52 -0.4%
JWM
291
Jackson Wealth Management
Florida
$2.05M +$2.3M +14,190 New
CNB
292
Czech National Bank
Czech Republic
$1.97M +$2.21M +13,623 New
E
293
Ergoteles
New York
$1.94M +$2.18M +13,454 New
TC
294
TwinBeech Capital
New York
$1.94M +$2.18M +13,458 New
CG
295
Castellan Group
Kentucky
$1.94M +$217K +1,339 +11%
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$1.92M +$156K +962 +8%
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$1.92M
TRCT
298
Tower Research Capital (TRC)
New York
$1.91M +$1.22M +7,531 +131%
SWP
299
Stratos Wealth Partners
Ohio
$1.89M -$213K -1,314 -9%
SFI
300
Siemens Fonds Invest
Germany
$1.88M +$59.9K +369 +3%