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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
HSA
301
HBK Sorce Advisory
Pennsylvania
$2.43M -$6.15K -35 -0.3%
MYIA
302
Mount Yale Investment Advisors
Colorado
$2.42M -$31.3K -178 -1%
AIM
303
Aquila Investment Management
New York
$2.38M +$2.29M +13,000 New
RMSCM
304
R.M. Sincerbeaux Capital Management
New York
$2.36M
OA
305
Oxbow Advisors
Texas
$2.33M -$71.7K -408 -3%
APA
306
American Portfolios Advisors
New York
$2.33M +$221K +1,258 +11%
CCA
307
Catalyst Capital Advisors
New York
$2.3M
VT
308
Vise Technologies
New York
$2.29M +$2.21M +12,551 New
SFI
309
Siemens Fonds Invest
Germany
$2.26M -$351K -1,999 -14%
BA
310
Bridgewater Associates
Connecticut
$2.25M +$1.89M +10,772 +698%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$2.25M +$31.8K +181 +1%
SWM
312
Sugarloaf Wealth Management
Georgia
$2.25M +$149K +845 +7%
WT
313
Whittier Trust
California
$2.24M +$24.4K +139 +1%
Capital Fund Management (CFM)
314
Capital Fund Management (CFM)
France
$2.24M -$1.68M -9,535 -44%
PGAM
315
Princeton Global Asset Management
New Jersey
$2.22M +$35.2K +200 +2%
OAM
316
Occidental Asset Management
California
$2.2M +$82.4K +469 +4%
CGH
317
Crossmark Global Holdings
Texas
$2.2M +$161K +916 +8%
BRCM
318
Bright Rock Capital Management
Massachusetts
$2.19M +$2.11M +12,000 New
HIMCH
319
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M +$177K +1,005 +9%
MAA
320
Mraz Amerine & Associates
California
$2.15M -$42.5K -242 -2%
SPIA
321
Steward Partners Investment Advisory
New York
$2.13M -$44.5K -253 -2%
AWM
322
AE Wealth Management
Kansas
$2.12M -$8.09K -46 -0.4%
LF
323
Lee Financial
Texas
$2.08M -$5.27K -30 -0.3%
OAM
324
Oppenheimer Asset Management
New York
$2.07M +$158K +899 +9%
LIM
325
Leavell Investment Management
Alabama
$2.06M