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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
FANJ
501
Financial Architects (New Jersey)
New Jersey
$503K -$81.4K -463 -14%
SPC
502
Sigma Planning Corp
Michigan
$496K +$38.7K +220 +9%
PWAG
503
Polaris Wealth Advisory Group
California
$495K
Walleye Trading
504
Walleye Trading
New York
$494K +$475K +2,702 New
MMPW
505
Mitchell McLeod Pugh & Williams
Alabama
$491K
WA
506
WealthTrust Axiom
Pennsylvania
$490K
CI
507
Cigna Investments
Connecticut
$486K -$181K -1,029 -28%
AAS
508
Avantax Advisory Services
Texas
$481K +$98.8K +562 +27%
CTC
509
Central Trust Company
Missouri
$479K -$13.2K -75 -3%
BFS
510
Bradley Foster & Sargent
Connecticut
$478K +$52.6K +299 +13%
P
511
Pitcairn
Pennsylvania
$477K
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$477K +$31.6K +180 +7%
ECM
513
Everence Capital Management
Indiana
$475K
VAS
514
Vestmark Advisory Solutions
Massachusetts
$470K -$12.1K -69 -3%
IC
515
IEQ Capital
California
$468K +$103K +585 +30%
RMC
516
Resources Management Corp
Connecticut
$467K -$17.6K -100 -4%
AC
517
Avestar Capital
New York
$466K +$31.5K +179 +8%
RIM
518
Redpoint Investment Management
Australia
$463K
CT
519
Chicago Trust
Illinois
$462K +$47.8K +272 +12%
BIA
520
Benchmark Investment Advisors
Illinois
$456K +$438K +2,493 New
QC
521
Quent Capital
New York
$456K +$438K +2,493 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$453K +$1.58K +9 +0.4%
BF
523
BOK Financial
Oklahoma
$445K +$96.7K +550 +29%
CPA
524
Court Place Advisors
Maryland
$444K
PMFA
525
Plante Moran Financial Advisors
Michigan
$443K -$35K -199 -8%