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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
D.E. Shaw & Co
426
D.E. Shaw & Co
New York
$1.05M +$944K +5,117 New
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$1.05M -$13.7K -74 -1%
SC
428
Sepio Capital
Utah
$1.04M -$145K -788 -14%
MC
429
Montag & Caldwell
Georgia
$1.03M -$2.77K -15 -0.3%
1832 Asset Management
430
1832 Asset Management
Ontario, Canada
$1.03M +$83.8K +454 +10%
NS
431
NBC Securities
Alabama
$1.03M -$24.7K -134 -3%
PFS
432
Prospera Financial Services
Texas
$1.03M +$9.96K +54 +1%
O
433
Ossiam
France
$1.01M -$812K -4,402 -47%
CFA
434
CWS Financial Advisors
Michigan
$1.01M -$69.7K -378 -7%
MLICM
435
Metropolitan Life Insurance Company (MetLife)
New York
$985K -$18.1K -98 -2%
OAM
436
Ostrum Asset Management
France
$978K +$393K +2,131 +81%
AS
437
Aware Super
Australia
$964K +$797K +4,320 New
BAMF
438
BI Asset Management Fondsmaeglerselskab
Denmark
$961K +$48.3K +262 +6%
FT
439
Fiduciary Trust
Massachusetts
$950K +$181K +980 +27%
NW
440
NewEdge Wealth
Pennsylvania
$929K -$29.3K -159 -3%
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$926K -$203K -1,100 -20%
KFA
442
Kelleher Financial Advisors
New York
$926K
IIM
443
INTECH Investment Management
Florida
$920K -$1.04M -5,660 -56%
SSA
444
Schonfeld Strategic Advisors
New York
$914K +$820K +4,443 New
CFGS
445
Concourse Financial Group Securities
Alabama
$912K -$9.41K -51 -1%
HAG
446
HighPoint Advisor Group
Illinois
$903K +$823K +4,463 New
TCM
447
Tributary Capital Management
Nebraska
$900K +$12.5K +68 +2%
VAS
448
Vestmark Advisory Solutions
Massachusetts
$898K -$15.7K -85 -2%
DIP
449
DT Investment Partners
Pennsylvania
$893K
UH
450
Unigestion Holding
Switzerland
$892K +$320K +1,737 +67%