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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
BBVA
326
Banco Bilbao Vizcaya Argentaria
Spain
$1.35M +$2.98K +21 +0.2%
BMCM
327
Bryn Mawr Capital Management
Pennsylvania
$1.34M +$1.42M +10,025 New
JWM
328
Jackson Wealth Management
Florida
$1.34M -$599K -4,218 -30%
Swedbank
329
Swedbank
Sweden
$1.33M
WBC
330
Westpac Banking Corp
Australia
$1.32M +$13.1K +92 +0.9%
BFG
331
Bleakley Financial Group
New Jersey
$1.31M +$1.39M +9,757 New
KNW
332
Kesler Norman & Wride
Utah
$1.31M +$385K +2,708 +38%
SAM
333
Securian Asset Management
Minnesota
$1.3M
CAN
334
Cetera Advisor Networks
California
$1.29M +$866K +6,093 +174%
PFO
335
Pathstone Family Office
New Jersey
$1.29M +$145K +1,022 +9%
AI
336
AdvisorShares Investments
Maryland
$1.28M +$277K +1,947 +26%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$1.28M +$41.5K +292 +3%
SAM
338
Silvercrest Asset Management
New York
$1.27M
Neuberger Berman Group
339
Neuberger Berman Group
New York
$1.24M -$1.56K -11 -0.1%
KRS
340
Kentucky Retirement Systems
Kentucky
$1.24M +$5.83K +41 +0.4%
Man Group
341
Man Group
United Kingdom
$1.23M +$107K +751 +9%
AI
342
Atria Investments
North Carolina
$1.23M -$194K -1,365 -13%
APWM
343
Atlas Private Wealth Management
New York
$1.22M +$208K +1,464 +19%
NIC
344
Northwest Investment Counselors
Oregon
$1.22M -$14.2K -100 -1%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$1.22M +$11.9K +84 +0.9%
MSRPS
346
Maryland State Retirement & Pension System
Maryland
$1.21M
SFG
347
SNS Financial Group
Minnesota
$1.18M -$66.2K -466 -5%
N
348
Natixis
France
$1.17M +$215K +1,516 +21%
PP
349
PDT Partners
New York
$1.17M +$99.3K +699 +9%
VI
350
Vestcor Inc
New Brunswick, Canada
$1.17M +$2.98K +21 +0.2%