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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
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$1.15M -$2.98K -21 -0.2%
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$1.14M -$382K -2,691 -24%
GWANC
353
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.13M +$26.7K +188 +2%
SFCL
354
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$20.9K +147 +2%
TI
355
Tidal Investments
Wisconsin
$1.12M +$852K +5,994 +251%
AC
356
Allstate Corporation
Illinois
$1.12M +$21K +148 +2%
AIM
357
Allstate Investment Management
Illinois
$1.12M +$1.19M +8,345 New
HC
358
Henshaw Capital
Massachusetts
$1.12M +$5.68K +40 +0.5%
MYIA
359
Mount Yale Investment Advisors
Colorado
$1.09M -$90.9K -640 -7%
MHC
360
Meyer Handelman Company
New York
$1.07M +$53.3K +375 +5%
Arrowstreet Capital
361
Arrowstreet Capital
Massachusetts
$1.07M +$878K +6,180 +349%
QT
362
Quantbot Technologies
New York
$1.06M +$1.12M +7,898 New
BAM
363
Boyar Asset Management
New York
$1.04M -$41.2K -290 -4%
IMRF
364
Illinois Municipal Retirement Fund
Illinois
$1.04M
OA
365
Oxbow Advisors
Texas
$1.03M -$197K -1,385 -15%
FC
366
FORA Capital
Florida
$1.03M -$468K -3,294 -30%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$1.02M +$14.2K +100 +1%
TF
368
TIAA FSB
Florida
$1.02M +$155K +1,094 +17%
WF
369
Welch & Forbes
Massachusetts
$1.01M
DAC
370
Dividend Assets Capital
South Carolina
$1.01M -$517K -3,641 -33%
TFP
371
Tilia Fiduciary Partners
North Carolina
$1M +$32.7K +230 +3%
FP
372
Fiduciary Planning
Florida
$997K +$25.9K +182 +3%
LTAS
373
Linden Thomas Advisory Services
North Carolina
$993K +$1.05M +7,402 New
PP
374
Prudential plc
United Kingdom
$987K +$598K +4,212 +134%
EAMA
375
EFG Asset Management (Americas)
Florida
$981K +$62.8K +442 +6%