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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
276
First National Trust
Pennsylvania
$2.05M -$142 -1 -0%
Teacher Retirement System of Texas
277
Teacher Retirement System of Texas
Texas
$2.04M -$230K -1,618 -10%
Mirae Asset Global Investments
278
Mirae Asset Global Investments
South Korea
$2.04M +$363K +2,554 +20%
JFG
279
Jefferies Financial Group
New York
$2M +$2.12M +14,898 New
Marshall Wace
280
Marshall Wace
United Kingdom
$1.95M -$5.3M -37,280 -72%
SLWA
281
San Luis Wealth Advisors
California
$1.95M +$2.06M +14,520 New
BFEC
282
Benjamin F. Edwards & Company
Missouri
$1.94M +$25.6K +180 +1%
CS
283
Candriam SCA
Luxembourg
$1.94M -$250K -1,762 -11%
SG Americas Securities
284
SG Americas Securities
New York
$1.89M +$1.52M +10,700 +314%
CNB
285
Czech National Bank
Czech Republic
$1.85M +$20.2K +142 +1%
OAM
286
Occidental Asset Management
California
$1.84M +$112K +788 +6%
JMPWA
287
JP Morgan Private Wealth Advisors
California
$1.82M -$1.49M -10,465 -44%
SIA
288
Schechter Investment Advisors
Michigan
$1.82M +$224K +1,576 +13%
OAM
289
Oppenheimer Asset Management
New York
$1.79M +$108K +761 +6%
WT
290
Whittier Trust
California
$1.79M +$128K +899 +7%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$1.79M
KAS
292
Kestra Advisory Services
Texas
$1.78M +$202K +1,424 +12%
SPIA
293
Steward Partners Investment Advisory
New York
$1.75M +$38.2K +269 +2%
SWP
294
Stratos Wealth Partners
Ohio
$1.75M -$2.27K -16 -0.1%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$1.75M +$50.9K +358 +3%
Millennium Management
296
Millennium Management
New York
$1.75M -$22.5M -158,714 -92%
RMSCM
297
R.M. Sincerbeaux Capital Management
New York
$1.73M
PI
298
PGGM Investments
Netherlands
$1.73M -$244K -1,716 -12%
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$1.72M -$65.3K -460 -3%
PGAM
300
Princeton Global Asset Management
New Jersey
$1.72M -$1.28K -9 -0.1%