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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
SFI
301
Siemens Fonds Invest
Germany
$1.7M -$56.7K -399 -3%
National Bank of Canada
302
National Bank of Canada
Quebec, Canada
$1.67M +$296K +2,084 +20%
CP
303
CenterBook Partners
Connecticut
$1.66M +$777K +5,471 +80%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$1.59M +$13.5K +95 +0.8%
GC
305
Guggenheim Capital
Illinois
$1.59M -$570K -4,014 -25%
BCM
306
Buckhead Capital Management
Georgia
$1.59M -$136K -955 -7%
CCM
307
Coldstream Capital Management
Washington
$1.57M +$1.67M +11,729 New
LF
308
Lee Financial
Texas
$1.57M +$13.5K +95 +0.8%
American Century Companies
309
American Century Companies
Missouri
$1.56M +$257K +1,810 +18%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$1.56M -$586K -4,125 -26%
MAA
311
Mraz Amerine & Associates
California
$1.54M
LIM
312
Leavell Investment Management
Alabama
$1.51M
LF
313
Lantz Financial
Illinois
$1.51M +$12.9K +91 +0.8%
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$1.5M +$21K +148 +1%
RFC
315
Regions Financial Corp
Alabama
$1.47M -$48K -338 -3%
SA
316
SRN Advisors
Pennsylvania
$1.45M -$314K -2,210 -17%
WA1
317
Wimmer Associates 1
California
$1.44M +$1.42K +10 +0.1%
DIA
318
Dean Investment Associates
Ohio
$1.44M +$99.4K +700 +7%
NLGIA
319
Nippon Life Global Investors Americas
New York
$1.44M +$394K +2,770 +35%
ZIG
320
Zurich Insurance Group
Switzerland
$1.42M
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$1.42M
BCIM
322
British Columbia Investment Management
British Columbia, Canada
$1.4M -$3.6M -25,318 -71%
RC
323
Roundview Capital
New Jersey
$1.38M +$79.3K +558 +6%
ACM
324
Aquatic Capital Management
Illinois
$1.35M +$852K +6,000 +146%
CSS
325
Cubist Systematic Strategies
Connecticut
$1.35M -$17.4M -122,758 -92%