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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
CIC
401
Crawford Investment Counsel
Georgia
$784K
Cerity Partners
402
Cerity Partners
New York
$782K +$454K +3,193 +121%
DZ Bank
403
DZ Bank
Germany
$777K +$823K +5,794 New
LWAC
404
Laurel Wealth Advisors (California)
California
$774K -$190K -1,335 -19%
YIH
405
Y-Intercept (HK)
Hong Kong
$768K -$3.87M -27,256 -83%
NMERB
406
New Mexico Educational Retirement Board
New Mexico
$758K -$42.6K -300 -5%
MCM
407
MAI Capital Management
Ohio
$756K -$80K -563 -9%
HFS
408
Hantz Financial Services
Michigan
$752K +$21.7K +153 +3%
VAS
409
Vestmark Advisory Solutions
Massachusetts
$752K +$13.1K +92 +2%
TWC
410
TD Waterhouse Canada
Ontario, Canada
$740K +$276K +1,945 +57%
CANY
411
Caxton Associates (New York)
New York
$737K +$781K +5,496 New
VEA
412
Virtus ETF Advisers
New York
$735K +$778K +5,479 New
PFS
413
Prospera Financial Services
Texas
$725K +$426 +3 +0.1%
JIC
414
Johnson Investment Counsel
Ohio
$717K -$2.98K -21 -0.4%
O
415
Ossiam
France
$704K -$228K -1,605 -23%
OTL
416
Oak Thistle LLC
New York
$704K +$745K +5,247 New
Bessemer Group
417
Bessemer Group
New Jersey
$693K -$23K -162 -3%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$684K +$426K +3,000 +143%
NGA
419
Naples Global Advisors
Florida
$674K +$63.2K +445 +10%
UB
420
UMB Bank
Missouri
$649K -$1.56K -11 -0.2%
GWMI
421
Guardian Wealth Management (Illinois)
Illinois
$632K -$8.81K -62 -1%
BPA
422
Beacon Pointe Advisors
California
$625K +$662K +4,662 New
EMG
423
ETF Managers Group
New Jersey
$618K +$28K +197 +4%
SC
424
Sepio Capital
Utah
$617K +$15.3K +108 +2%
HKAM
425
Horizon Kinetics Asset Management
New York
$612K