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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
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$3.44M -$377K -2,043 -11%
BCI
277
Brinker Capital Investments
Pennsylvania
$3.42M -$368K -1,993 -10%
OPS
278
Orion Portfolio Solutions
Nebraska
$3.42M -$368K -1,993 -10%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$3.38M -$144K -782 -5%
SWP
280
Stratos Wealth Partners
Ohio
$3.36M -$4.8K -26 -0.2%
ASN
281
Advisory Services Network
Georgia
$3.35M -$73.1K -396 -2%
IG
282
ING Group
Netherlands
$3.31M +$236K +1,277 +9%
YCM
283
Yousif Capital Management
Michigan
$3.31M -$136K -736 -4%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$3.28M -$25.6K -139 -0.9%
JF
285
Jump Financial
Illinois
$3.28M -$3.98M -21,585 -58%
MOACM
286
Mutual of America Capital Management
New York
$3.24M -$145K -786 -5%
SWM
287
Sugarloaf Wealth Management
Georgia
$3.22M +$79K +428 +3%
IWC
288
Integrated Wealth Concepts
Massachusetts
$3.2M +$1.88M +10,191 +190%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$3.19M +$137K +740 +5%
OAM
290
Occidental Asset Management
California
$3.17M +$29.5K +160 +1%
PGAM
291
Princeton Global Asset Management
New Jersey
$3.14M +$105K +569 +4%
Jane Street
292
Jane Street
New York
$3.14M -$4.25M -23,010 -60%
CWM
293
CIBC World Markets
New York
$3.12M +$1.59M +8,641 +133%
CAN
294
Cetera Advisor Networks
California
$3.08M +$158K +855 +6%
SWS
295
SYSTM Wealth Solutions
Illinois
$2.99M +$92.4K +501 +4%
FNT
296
First National Trust
Pennsylvania
$2.95M
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$2.92M +$941K +5,100 +56%
MLM
298
Mount Lucas Management
Pennsylvania
$2.92M +$2.62M +14,185 New
ZB
299
Zions Bancorporation
Utah
$2.9M +$167K +907 +7%
AP
300
Appleton Partners
Massachusetts
$2.84M -$123K -665 -5%