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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
BB
526
Busey Bank
Illinois
$443K +$11.8K +67 +3%
PP
527
Paloma Partners
Connecticut
$439K +$185K +1,052 +78%
Tudor Investment Corp
528
Tudor Investment Corp
Connecticut
$439K +$422K +2,403 New
HWA
529
Heritage Wealth Advisors
Virginia
$438K -$352 -2 -0.1%
OPPTF
530
OPSEU Pension Plan Trust Fund
Ontario, Canada
$435K +$4.92K +28 +1%
DDC
531
DF Dent & Co
Maryland
$432K -$16.2K -92 -4%
FF
532
FourThought Financial
Florida
$431K -$14.2K -81 -3%
Lido Advisors
533
Lido Advisors
California
$428K +$60.6K +345 +17%
HCM
534
Hilton Capital Management
New York
$425K +$14.2K +81 +4%
AP
535
Advisors Preferred
Maryland
$421K -$31.1K -177 -7%
AP
536
Americana Partners
Texas
$411K
ONB
537
Old National Bancorp
Indiana
$411K +$90K +512 +29%
TMAM
538
Tokio Marine Asset Management
Japan
$410K -$249K -1,414 -39%
SWM
539
Segment Wealth Management
Texas
$410K
PVH
540
Psagot Value Holdings
Israel
$409K
E
541
Ergoteles
New York
$408K +$51.7K +294 +15%
MOS
542
MGO One Seven
Ohio
$404K +$388K +2,208 New
AWM
543
Aberdeen Wealth Management
Illinois
$401K
IFS
544
Ifrah Financial Services
Arkansas
$398K -$1.41K -8 -0.4%
AA
545
ALPS Advisors
Colorado
$396K +$4.22K +24 +1%
Nomura Holdings
546
Nomura Holdings
Japan
$395K -$230K -1,307 -38%
AAM
547
AMI Asset Management
California
$393K +$49.2K +280 +15%
FTDI
548
First Trust Direct Indexing
Massachusetts
$388K +$17.4K +99 +5%
KeyBank National Association
549
KeyBank National Association
Ohio
$381K +$57.5K +327 +19%
PL
550
Pluribus Labs
California
$381K +$367K +2,086 New