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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
Mirabaud Asset Management
United Kingdom
$1.89M +$1.7M +9,198 New
MSRPS
352
Maryland State Retirement & Pension System
Maryland
$1.86M
EWA
353
EP Wealth Advisors
California
$1.86M +$510K +2,765 +44%
PI
354
PGGM Investments
Netherlands
$1.86M
TI
355
Tidal Investments
Wisconsin
$1.83M -$1.06M -5,753 -39%
FNA
356
First National Advisers
Nebraska
$1.82M +$165K +896 +11%
AFA
357
Abacus FCF Advisors
Florida
$1.8M +$1.61M +8,731 New
DILIC
358
Dai-ichi Life Insurance Company
Japan
$1.8M -$61.6K -334 -4%
BCM
359
Buckhead Capital Management
Georgia
$1.79M +$161K +875 +11%
SAM
360
Silvercrest Asset Management
New York
$1.77M -$49.8K -270 -3%
MHC
361
Meyer Handelman Company
New York
$1.77M
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$1.75M +$167K +903 +12%
Voloridge Investment Management
363
Voloridge Investment Management
Florida
$1.75M +$361K +1,956 +30%
LA
364
Legacy Advisors
Pennsylvania
$1.72M -$167K -907 -10%
Cerity Partners
365
Cerity Partners
New York
$1.71M +$442K +2,395 +41%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$79.7K +432 +6%
TCA
367
Transcend Capital Advisors
New Jersey
$1.67M +$149K +809 +11%
PAS
368
Park Avenue Securities
New York
$1.67M -$90.8K -492 -6%
LF
369
Lee Financial
Texas
$1.66M -$922 -5 -0.1%
Koshinski Asset Management
370
Koshinski Asset Management
Illinois
$1.64M +$339K +1,838 +30%
SL
371
Sentry LLC
Tennessee
$1.64M
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$1.63M -$25.1K -136 -2%
MCM
373
MAI Capital Management
Ohio
$1.63M -$84.7K -459 -5%
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$1.62M -$52.4K -284 -3%
Holocene Advisors
375
Holocene Advisors
New York
$1.61M -$2.07M -11,194 -59%