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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
Pacer Advisors
501
Pacer Advisors
Pennsylvania
$426K +$448K +2,762 +1,477%
BFS
502
Bradley Foster & Sargent
Connecticut
$417K
BFA
503
Beaumont Financial Advisors
Massachusetts
$416K
ATC
504
Argent Trust Co
Tennessee
$406K -$33.9K -209 -7%
SCM
505
Stevens Capital Management
Pennsylvania
$403K +$453K +2,792 New
GCM
506
Graham Capital Management
Connecticut
$402K +$453K +2,791 New
CT
507
Chicago Trust
Illinois
$393K
AFG
508
Albion Financial Group
Utah
$393K +$1.46K +9 +0.3%
EF
509
Empirical Finance
Pennsylvania
$393K +$75.5K +465 +21%
PWAG
510
Polaris Wealth Advisory Group
California
$389K
BAM
511
Blueshift Asset Management
New Jersey
$387K +$436K +2,684 New
WA
512
WealthTrust Axiom
Pennsylvania
$386K
SB
513
Simmons Bank
Arkansas
$382K -$125K -773 -23%
RMC
514
Resources Management Corp
Connecticut
$381K -$21.9K -135 -5%
CCP
515
Corient Capital Partners
California
$380K +$487 +3 +0.1%
FTDI
516
First Trust Direct Indexing
Massachusetts
$380K +$9.25K +57 +2%
ONB
517
Old National Bancorp
Indiana
$380K +$54.2K +334 +15%
Cerity Partners
518
Cerity Partners
New York
$379K +$152K +938 +55%
ECM
519
Everence Capital Management
Indiana
$375K
P
520
Pitcairn
Pennsylvania
$374K -$1.95K -12 -0.5%
NIM
521
NuWave Investment Management
New Jersey
$369K +$415K +2,560 New
RIM
522
Redpoint Investment Management
Australia
$366K
PWMG
523
Prestige Wealth Management Group
New Jersey
$361K +$3.9K +24 +1%
FB
524
Fulton Bank
Pennsylvania
$361K +$73.4K +452 +22%
SICM
525
Sustainable Insight Capital Management
New York
$361K +$406K +2,500 New