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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
476
$730K
477
$724K
478
$716K
479
$715K
480
$711K
481
$706K
482
$697K
483
$688K
484
$685K
485
$683K
486
$681K
487
$678K
488
$674K
489
$673K
490
$666K
491
$665K
492
$662K
493
$660K
494
$651K
495
$649K
496
$648K
497
$645K
498
$642K
499
$632K
500
$632K