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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
Nordea Investment Management
376
Nordea Investment Management
Sweden
$1.05M +$16.6K +102 +1%
FP
377
Fiduciary Planning
Florida
$1.05M -$21.6K -133 -2%
N
378
Natixis
France
$1.04M +$345K +2,126 +42%
TFP
379
Tilia Fiduciary Partners
North Carolina
$1.03M +$24K +148 +2%
LWAC
380
Laurel Wealth Advisors (California)
California
$1.02M +$244K +1,505 +27%
MF
381
Magnetar Financial
Illinois
$1.02M +$1.15M +7,073 New
KNW
382
Kesler Norman & Wride
Utah
$1.01M +$5.68K +35 +0.5%
IG
383
ING Group
Netherlands
$1M +$1.13M +6,967 New
Wealthfront Advisers
384
Wealthfront Advisers
California
$1M +$305K +1,881 +37%
EAMA
385
EFG Asset Management (Americas)
Florida
$992K -$53.4K -329 -5%
SAM
386
Sompo Asset Management
Japan
$992K +$321K +1,980 +40%
MLICM
387
Metropolitan Life Insurance Company (MetLife)
New York
$991K -$13.1K -81 -1%
CP
388
CenterBook Partners
Connecticut
$991K -$1.23M -7,566 -52%
PAS
389
Park Avenue Securities
New York
$990K -$45.9K -283 -4%
O
390
Ossiam
France
$989K +$192K +1,182 +21%
JCM
391
Jacobsen Capital Management
Utah
$983K -$659K -4,063 -37%
MC
392
Montag & Caldwell
Georgia
$980K +$40.1K +247 +4%
AWM
393
AE Wealth Management
Kansas
$977K -$491K -3,028 -31%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$971K +$48.7K +300 +5%
API
395
Advisor Partners II
California
$963K +$1.08M +6,672 New
S
396
Seeyond
France
$948K -$204K -1,254 -16%
CCIA
397
Campbell & Co Investment Adviser
Maryland
$943K +$1.06M +6,536 New
WA
398
Wambolt & Associates
Colorado
$936K -$31.6K -195 -3%
TF
399
TIAA FSB
Florida
$934K -$186K -1,147 -15%
CS
400
Cannell & Spears
New York
$932K