We are live on ! Find out more
BR icon

Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
376
RegentAtlantic Capital
New Jersey
$1.34M +$294K +1,675 +30%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$1.33M +$17.6K +100 +1%
IMOV
378
Investment Management of Virginia
Virginia
$1.33M -$6.15K -35 -0.5%
AI
379
AdvisorShares Investments
Maryland
$1.3M +$21.6K +123 +2%
KRS
380
Kentucky Retirement Systems
Kentucky
$1.29M +$39.7K +226 +3%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$1.29M -$87.9K -500 -7%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$1.27M -$1.01M -5,731 -45%
AWM
383
Altium Wealth Management
New York
$1.27M
SS
384
Simplicity Solutions
Minnesota
$1.27M +$378K +2,149 +45%
KNW
385
Kesler Norman & Wride
Utah
$1.26M +$3.34K +19 +0.3%
Verition Fund Management
386
Verition Fund Management
Connecticut
$1.24M -$1.36M -7,709 -53%
TFP
387
Tilia Fiduciary Partners
North Carolina
$1.23M +$1.18M +6,718 New
WF
388
Welch & Forbes
Massachusetts
$1.22M
Nordea Investment Management
389
Nordea Investment Management
Sweden
$1.2M -$10.2M -58,023 -90%
CS
390
Cannell & Spears
New York
$1.18M
HH
391
Hilltop Holdings
Texas
$1.17M -$54.5K -310 -5%
ZB
392
Zions Bancorporation
Utah
$1.17M +$84K +478 +8%
SC
393
Sepio Capital
Utah
$1.17M -$113K -643 -9%
EC
394
Estate Counselors
Wisconsin
$1.17M +$1.12M +6,392 New
MC
395
Montag & Caldwell
Georgia
$1.16M +$59.8K +340 +6%
SWM
396
Spire Wealth Management
Virginia
$1.15M +$637K +3,625 +137%
MCM
397
MAI Capital Management
Ohio
$1.12M +$718K +4,082 +198%
CIC
398
Crawford Investment Counsel
Georgia
$1.11M
BFO
399
Biltmore Family Office
North Carolina
$1.11M +$360K +2,048 +51%
EAMA
400
EFG Asset Management (Americas)
Florida
$1.1M -$132K -752 -11%