We are live on ! Find out more
BR icon

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
EAM
476
Eukles Asset Management
Ohio
$749K -$3.87K -21 -0.6%
QCG
477
Quadrant Capital Group
Ohio
$744K -$16.4K -89 -2%
IEFM
478
IQ EQ Fund Management
Ireland
$740K -$25.1K -136 -4%
AI
479
Accredited Investors
Minnesota
$735K
AWS
480
Atria Wealth Solutions
New York
$730K +$361K +1,958 +124%
CIBC World Market
481
CIBC World Market
Ontario, Canada
$724K +$649K +3,519 New
Squarepoint
482
Squarepoint
New York
$716K -$9.55M -51,773 -94%
HCM
483
Hilton Capital Management
New York
$715K +$428K +2,321 +201%
CIP
484
Convergence Investment Partners
Florida
$711K -$31.7K -172 -5%
GAM
485
Gotham Asset Management
New York
$706K -$3.31M -17,927 -84%
SAM
486
Sompo Asset Management
Japan
$697K -$515K -2,790 -45%
TPCW
487
TD Private Client Wealth
New York
$688K -$56.3K -305 -8%
Credit Agricole
488
Credit Agricole
France
$685K +$409K +2,218 +200%
BRWA
489
B. Riley Wealth Advisors
Florida
$683K -$271K -1,469 -31%
MFG
490
Menard Financial Group
Texas
$681K +$8.67K +47 +1%
DFG
491
Delta Financial Group
New Jersey
$678K
TMAM
492
Tokio Marine Asset Management
Japan
$674K +$49.4K +268 +9%
EA
493
Everpar Advisors
Oklahoma
$673K +$603K +3,271 New
MWM
494
Mission Wealth Management
California
$666K -$2.03K -11 -0.3%
DBRC
495
D.B. Root & Company
Pennsylvania
$665K -$3.14K -17 -0.5%
KCFA
496
Key Client Fiduciary Advisors
New Jersey
$662K
MMPW
497
Mitchell McLeod Pugh & Williams
Alabama
$660K
GA
498
Gateway Advisory
New Jersey
$651K -$10.5K -57 -2%
FB
499
Fulton Bank
Pennsylvania
$649K +$40.8K +221 +8%
FWM
500
Forza Wealth Management
Florida
$648K -$485K -2,629 -45%