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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
326
FORA Capital
Florida
$1.58M +$1.54M +9,477 +639%
ZIG
327
Zurich Insurance Group
Switzerland
$1.53M
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M +$1.72M +10,592 New
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$1.52M -$119K -736 -7%
AI
330
Atria Investments
North Carolina
$1.52M -$71.4K -440 -4%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$1.45M +$111K +684 +7%
DIA
332
Dean Investment Associates
Ohio
$1.45M -$26.5K -163 -2%
Swedbank
333
Swedbank
Sweden
$1.43M +$1.09M +6,687 +209%
American Century Companies
334
American Century Companies
Missouri
$1.42M +$90.9K +560 +6%
RC
335
Roundview Capital
New Jersey
$1.41M +$62.2K +383 +4%
WBC
336
Westpac Banking Corp
Australia
$1.4M
AIL
337
AGF Investments LLC
Ontario, Canada
$1.4M +$497K +3,065 +46%
SAM
338
Securian Asset Management
Minnesota
$1.4M +$32.5K +200 +2%
ESCM
339
Echo Street Capital Management
New York
$1.37M +$304K +1,875 +25%
SAM
340
Silvercrest Asset Management
New York
$1.36M
VF
341
Virtu Financial
New York
$1.34M +$1.51M +9,302 New
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$1.33M +$54.9K +338 +4%
SFG
343
SNS Financial Group
Minnesota
$1.33M +$649 +4 +0%
Neuberger Berman Group
344
Neuberger Berman Group
New York
$1.33M +$18.5K +114 +1%
NIC
345
Northwest Investment Counselors
Oregon
$1.33M -$17.2K -106 -1%
CWM
346
CIBC World Markets
New York
$1.32M -$1.06M -6,547 -42%
KRS
347
Kentucky Retirement Systems
Kentucky
$1.32M +$77.3K +476 +5%
OA
348
Oxbow Advisors
Texas
$1.31M -$144K -890 -9%
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$1.31M +$48.2K +297 +3%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$1.3M -$3.57K -22 -0.2%