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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
AWM
376
AE Wealth Management
Kansas
$980K +$76.3K +537 +8%
ZB
377
Zions Bancorporation
Utah
$964K -$217K -1,525 -17%
NB
378
Norinchukin Bank
Japan
$961K -$230K -1,618 -18%
PP
379
Pegasus Partners
Wisconsin
$959K -$51.4K -362 -5%
Nordea Investment Management
380
Nordea Investment Management
Sweden
$957K
LA
381
Legacy Advisors
Pennsylvania
$953K +$260K +1,831 +35%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$948K +$48.2K +339 +5%
MC
383
Montag & Caldwell
Georgia
$938K +$28.6K +201 +3%
API
384
Advisor Partners II
California
$935K +$42.8K +301 +5%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$928K +$136K +958 +16%
S
386
Seeyond
France
$919K +$40.5K +285 +4%
SAM
387
Sompo Asset Management
Japan
$917K -$5.68K -40 -0.6%
BFO
388
Biltmore Family Office
North Carolina
$911K +$99K +697 +12%
PAS
389
Park Avenue Securities
New York
$899K -$22.7K -160 -2%
CFA
390
CWS Financial Advisors
Michigan
$897K +$67.3K +474 +9%
MLICM
391
Metropolitan Life Insurance Company (MetLife)
New York
$895K -$28.3K -199 -3%
BEI
392
Benjamin Edwards Inc
Missouri
$874K +$42.9K +302 +5%
CS
393
Cannell & Spears
New York
$866K
PA
394
Pinnacle Associates
New York
$861K +$308K +2,169 +51%
WA
395
Wambolt & Associates
Colorado
$855K -$15.3K -108 -2%
HH
396
Hilltop Holdings
Texas
$828K +$4.97K +35 +0.6%
JCM
397
Jacobsen Capital Management
Utah
$824K -$94.8K -667 -10%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$821K +$159K +1,121 +22%
TH
399
TCTC Holdings
Texas
$795K
DA
400
Duality Advisers
Florida
$786K +$833K +5,862 New