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
MWM
501
MGB Wealth Management
Texas
$645K +$578K +3,135 New
OIA
502
OneDigital Investment Advisors
Kansas
$642K +$233K +1,264 +68%
SIC
503
Samalin Investment Counsel
New York
$632K +$7.75K +42 +1%
Capstone Investment Advisors
504
Capstone Investment Advisors
New York
$632K +$413K +2,238 +269%
SWK
505
Stephen W. Kidder
$628K
DAC
506
Dividend Assets Capital
South Carolina
$627K -$73.2K -397 -12%
PTP
507
Platform Technology Partners
New York
$626K
ATPW
508
Ashton Thomas Private Wealth
Arizona
$616K +$1.48K +8 +0.3%
IC
509
IEQ Capital
California
$611K -$26.2K -142 -5%
CIA
510
Compass Ion Advisors
Pennsylvania
$607K +$21K +114 +4%
ONB
511
Old National Bancorp
Indiana
$607K -$63.6K -345 -10%
BFS
512
Bradley Foster & Sargent
Connecticut
$606K -$184 -1 -0%
FTDI
513
First Trust Direct Indexing
Massachusetts
$604K +$12.7K +69 +2%
BFA
514
Beaumont Financial Advisors
Massachusetts
$602K +$2.03K +11 +0.4%
IA
515
IFG Advisory
Georgia
$595K +$288K +1,563 +118%
AFG
516
Albion Financial Group
Utah
$595K
GC
517
Guggenheim Capital
Illinois
$593K +$61.8K +335 +13%
Twin Tree Management
518
Twin Tree Management
Texas
$584K -$1.64M -8,909 -76%
SB
519
Simmons Bank
Arkansas
$571K
MG
520
Mather Group
Illinois
$570K +$47.6K +258 +10%
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$569K +$351K +1,903 +220%
P
522
Pitcairn
Pennsylvania
$569K -$2.77K -15 -0.5%
AAM
523
AMI Asset Management
California
$563K +$17.3K +94 +4%
IMCOOI
524
Investment Management Corp of Ontario (IMCO)
Canada
$561K +$503K +2,729 New
CT
525
Chicago Trust
Illinois
$561K