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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
476
Assenagon Asset Management
Luxembourg
$493K -$496K -3,057 -47%
FL
477
Fort LP
Maryland
$492K -$357K -2,199 -39%
MWM
478
Mission Wealth Management
California
$491K +$5.36K +33 +1%
PAM
479
Paradigm Asset Management
New York
$491K -$81.2K -500 -13%
IIC
480
Ironwood Investment Counsel
Arizona
$490K -$217K -1,337 -16%
JF
481
JSF Financial
California
$488K +$548K +3,379 New
GCMG
482
Gyroscope Capital Management Group
Florida
$485K +$545K +3,360 New
FA
483
FDx Advisors
Illinois
$483K -$118K -727 -18%
DBRC
484
D.B. Root & Company
Pennsylvania
$476K
MMPW
485
Mitchell McLeod Pugh & Williams
Alabama
$473K +$99.3K +612 +23%
GA
486
Gateway Advisory
New Jersey
$465K
WFA
487
Websterrogers Financial Advisors
South Carolina
$463K
WPC
488
Wedmont Private Capital
Pennsylvania
$462K +$161K +995 +45%
WA
489
Wealth Alliance
New York
$461K -$62.6K -386 -11%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$461K +$66.4K +409 +15%
MAM
491
Meeder Asset Management
Ohio
$461K +$170K +1,048 +49%
PP
492
Prudential plc
United Kingdom
$454K +$60.7K +374 +13%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$451K +$90.4K +557 +22%
TPCW
494
TD Private Client Wealth
New York
$450K -$6.17K -38 -1%
TCM
495
Tributary Capital Management
Nebraska
$449K -$49K -302 -9%
SPC
496
Sigma Planning Corp
Michigan
$449K -$32.6K -201 -6%
AC
497
Avestar Capital
New York
$449K -$29.7K -183 -6%
NW
498
NewEdge Wealth
Pennsylvania
$443K +$56.8K +350 +13%
AAS
499
Avantax Advisory Services
Texas
$436K +$57.1K +352 +13%
BF
500
BOK Financial
Oklahoma
$435K +$43.3K +267 +10%

BR Hedge Fund Activity: Q3 2022 in Review

790 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Broadridge (BR) for Q3 2022, worth a combined $15.4B — up 5.1% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BR positions and 47 closed out — a net gain of 39 holders — while 261 added to existing stakes and 285 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $477M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.

  • 790 institutional investors held Broadridge (BR) as of Q3 2022, up from 762 in Q2 2022.
  • Funds reported $15.4B of Broadridge stock for Q3 2022, up 5.1% quarter-over-quarter.
  • 86 funds opened new Broadridge positions in Q3 2022 and 47 closed out, a net change of +39 holders.
  • The largest Broadridge buyer in Q3 2022 was Janus Henderson Group, an estimated $477M added.
  • The largest Broadridge seller in Q3 2022 was T. Rowe Price Associates, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2022.