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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
276
$3.42M
277
$3.38M
278
$3.36M
279
$3.35M
280
$3.31M
281
$3.31M
282
$3.28M
283
$3.28M
284
$3.24M
285
$3.22M
286
$3.2M
287
$3.19M
288
$3.17M
289
$3.14M
290
$3.14M
291
$3.12M
292
$3.08M
293
$2.99M
294
$2.95M
295
$2.92M
296
$2.92M
297
$2.9M
298
$2.84M
299
$2.81M
300
$2.8M