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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
WP
376
Woodline Partners
California
$1.6M -$2.38M -12,893 -62%
IMRF
377
Illinois Municipal Retirement Fund
Illinois
$1.6M
CP
378
CenterBook Partners
Connecticut
$1.59M -$210K -1,137 -13%
CIA
379
Concurrent Investment Advisors
Florida
$1.59M +$1.43M +7,732 New
KAS
380
Kestra Advisory Services
Texas
$1.57M +$158K +859 +13%
SAM
381
Securian Asset Management
Minnesota
$1.54M -$180K -976 -12%
WF
382
Welch & Forbes
Massachusetts
$1.53M
WC
383
Waterloo Capital
Texas
$1.5M +$13.1K +71 +1%
BAM
384
Boyar Asset Management
New York
$1.49M -$14.8K -80 -1%
Vontobel Holding
385
Vontobel Holding
Switzerland
$1.49M +$995K +5,395 +295%
AWM
386
AE Wealth Management
Kansas
$1.48M -$56.5K -306 -4%
ACG
387
Allen Capital Group
Nebraska
$1.47M +$63.8K +346 +5%
SG Americas Securities
388
SG Americas Securities
New York
$1.47M +$497K +2,693 +61%
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$1.46M -$36.9K -200 -3%
A
390
AlphaQuest
New York
$1.46M +$1.31M +7,095 New
OA
391
Oxbow Advisors
Texas
$1.45M -$4.24K -23 -0.3%
CAM
392
Cresset Asset Management
Illinois
$1.45M -$191K -1,038 -13%
NGA
393
Naples Global Advisors
Florida
$1.44M -$59.8K -324 -4%
TWM
394
Trueblood Wealth Management
Ohio
$1.43M +$1.29M +6,971 New
Bessemer Group
395
Bessemer Group
New Jersey
$1.42M -$55.3K -300 -4%
SFG
396
SNS Financial Group
Minnesota
$1.42M -$147K -796 -10%
RWP
397
RWA Wealth Partners
Massachusetts
$1.41M +$1.27M +6,858 New
EAMA
398
EFG Asset Management (Americas)
Florida
$1.38M -$96.9K -525 -7%
DCM
399
Dean Capital Management
Kansas
$1.37M -$12.5K -68 -1%
CS
400
Cannell & Spears
New York
$1.37M +$36.9K +200 +3%