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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
301
$2.73M
302
$2.67M
303
$2.65M
304
$2.62M
305
$2.57M
306
$2.56M
307
$2.55M
308
$2.51M
309
$2.5M
310
$2.5M
311
$2.48M
312
$2.48M
313
$2.42M
314
$2.39M
315
$2.38M
316
$2.32M
317
$2.31M
318
$2.3M
319
$2.29M
320
$2.26M
321
$2.25M
322
$2.25M
323
$2.23M
324
$2.18M
325
$2.16M