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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
HH
401
Hilltop Holdings
Texas
$1.35M -$50.9K -276 -4%
Allspring Global Investments
402
Allspring Global Investments
North Carolina
$1.34M -$118K -637 -9%
PS
403
Principal Securities
Iowa
$1.33M +$1.19M +6,473 New
PP
404
Pegasus Partners
Wisconsin
$1.33M -$132K -713 -10%
MGP
405
Metis Global Partners
California
$1.33M -$88.2K -478 -7%
BPA
406
Beacon Pointe Advisors
California
$1.29M -$280K -1,520 -20%
RJT
407
Raymond James Trust
Florida
$1.27M +$17.7K +96 +2%
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$1.26M
CG
409
Castellan Group
Kentucky
$1.25M +$1.13M +6,098 New
BEI
410
Benjamin Edwards Inc
Missouri
$1.24M -$4.8K -26 -0.4%
TH
411
TCTC Holdings
Texas
$1.22M +$369 +2 +0%
CCA
412
Catalyst Capital Advisors
New York
$1.2M -$233K -1,263 -18%
CIC
413
Crawford Investment Counsel
Georgia
$1.2M +$19.7K +107 +2%
CA
414
Cetera Advisors
Colorado
$1.18M +$138K +749 +15%
Lido Advisors
415
Lido Advisors
California
$1.16M -$28K -152 -3%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$79.5K +431 +8%
HFS
417
Hantz Financial Services
Michigan
$1.16M -$72.3K -392 -7%
TIAA Trust, National Association
418
TIAA Trust, National Association
North Carolina
$1.11M -$62.9K -341 -6%
WBC
419
Westpac Banking Corp
Australia
$1.1M +$935K +5,066 +1,689%
VPIM
420
Vanguard Personalized Indexing Management
California
$1.1M +$115K +624 +13%
AAS
421
Avantax Advisory Services
Texas
$1.09M +$199K +1,076 +25%
WA
422
Wambolt & Associates
Colorado
$1.09M -$191K -1,038 -16%
EP
423
Edgestream Partners
New Jersey
$1.09M +$977K +5,296 New
CIC
424
Cornercap Investment Counsel
Georgia
$1.09M +$977K +5,295 New
JIC
425
Johnson Investment Counsel
Ohio
$1.06M -$6.46K -35 -0.7%