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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

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

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
376
$1.59M
377
$1.57M
378
$1.54M
379
$1.53M
380
$1.5M
381
$1.49M
382
$1.49M
383
$1.48M
384
$1.47M
385
$1.47M
386
$1.46M
387
$1.46M
388
$1.45M
389
$1.45M
390
$1.44M
391
$1.43M
392
$1.42M
393
$1.42M
394
$1.41M
395
$1.38M
396
$1.37M
397
$1.37M
398
$1.35M
399
$1.34M
400
$1.33M