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Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$741K -$6.5K -37 -0.9%
Bessemer Group
452
Bessemer Group
New Jersey
$737K +$261K +1,486 +58%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$735K +$16.3K +93 +2%
QCG
454
Quadrant Capital Group
Ohio
$732K +$210K +1,194 +42%
BO
455
Bank OZK
Arkansas
$731K
SFSG
456
Sound Financial Strategies Group
Mississippi
$726K -$10.7K -61 -2%
ACP
457
Ashfield Capital Partners
California
$725K
HNB
458
Huntington National Bank
Ohio
$722K +$39.2K +223 +6%
CAN
459
Cetera Advisor Networks
California
$712K -$6.5K -37 -0.9%
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$691K
CMA
461
Cedar Mountain Advisors
Oregon
$680K +$527 +3 +0.1%
EAM
462
Eukles Asset Management
Ohio
$680K +$1.05K +6 +0.2%
ACM
463
Advisors Capital Management
New Jersey
$677K
PFS
464
Prospera Financial Services
Texas
$676K -$62.2K -354 -9%
SCA
465
Stokes Capital Advisors
South Carolina
$664K +$14.9K +85 +2%
GA
466
Gateway Advisory
New Jersey
$655K
VIA
467
Vident Investment Advisory
Georgia
$653K -$33.6K -191 -5%
PTP
468
Platform Technology Partners
New York
$647K
IIC
469
Ironwood Investment Counsel
Arizona
$633K +$6.68K +38 +0.4%
SB
470
Simmons Bank
Arkansas
$630K -$74K -421 -11%
DIP
471
DT Investment Partners
Pennsylvania
$626K -$149K -850 -20%
TW
472
TrinityPoint Wealth
Connecticut
$623K -$2.81K -16 -0.5%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$622K +$576K +3,276 +2,621%
MWM
474
Mission Wealth Management
California
$618K +$10.7K +61 +2%
DCM
475
Donaldson Capital Management
Indiana
$614K -$5.27K -30 -0.9%