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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
RWM
526
Ritholtz Wealth Management
New York
$360K +$405K +2,495 New
CT
527
Cambridge Trust
Massachusetts
$359K -$8.12K -50 -2%
CPA
528
Court Place Advisors
Maryland
$350K
TI
529
Tidal Investments
Wisconsin
$344K -$72.5K -447 -16%
CTC
530
Central Trust Company
Missouri
$342K +$6.82K +42 +2%
AP
531
Americana Partners
Texas
$331K
SYBT
532
Stock Yards Bank & Trust
Kentucky
$331K
AAM
533
AMI Asset Management
California
$328K -$13.3K -82 -3%
HWA
534
Heritage Wealth Advisors
Virginia
$328K -$5.84K -36 -2%
SWM
535
Segment Wealth Management
Texas
$324K
GT
536
Glenmede Trust
Pennsylvania
$318K -$41.1K -253 -10%
AWM
537
Aberdeen Wealth Management
Illinois
$317K
PMFA
538
Plante Moran Financial Advisors
Michigan
$316K
SWM
539
Spire Wealth Management
Virginia
$312K +$325 +2 +0.1%
CI Investments Inc
540
CI Investments Inc
Ontario, Canada
$310K -$4.19M -25,801 -92%
SI
541
Stephens Inc
Arkansas
$308K -$12.3K -76 -3%
EOJOAM
542
E. Ohman J:or Asset Management
Sweden
$303K
VFA
543
Voya Financial Advisors
Connecticut
$303K +$4.22K +26 +1%
IFS
544
Ifrah Financial Services
Arkansas
$300K -$9.41K -58 -3%
S
545
SignatureFD
Georgia
$298K +$32.6K +201 +11%
SBH
546
Segall Bryant & Hamill
Illinois
$297K -$24.7K -152 -7%
LAM
547
LifePro Asset Management
California
$294K
Lido Advisors
548
Lido Advisors
California
$294K +$13.3K +82 +4%
EWM
549
Evercore Wealth Management
New York
$290K +$72.1K +444 +28%
BIA
550
Benchmark Investment Advisors
Illinois
$289K