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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
526
Stock Yards Bank & Trust
Kentucky
$308K
SIA
527
Schear Investment Advisers
Ohio
$307K +$325K +2,287 New
HWA
528
Heritage Wealth Advisors
Virginia
$304K
AG
529
AIA Group
Hong Kong
$303K +$192K +1,350 +149%
AP
530
Americana Partners
Texas
$302K -$7.1K -50 -2%
SWM
531
Segment Wealth Management
Texas
$301K
FNA
532
First National Advisers
Nebraska
$299K +$35.4K +249 +13%
SICM
533
Sustainable Insight Capital Management
New York
$295K -$42.6K -300 -12%
AWM
534
Aberdeen Wealth Management
Illinois
$294K
PMFA
535
Plante Moran Financial Advisors
Michigan
$294K +$142 +1 +0%
Wellington Management Group
536
Wellington Management Group
Massachusetts
$292K -$226K -1,592 -42%
SWM
537
Spire Wealth Management
Virginia
$289K -$284 -2 -0.1%
CWM
538
Connecticut Wealth Management
Connecticut
$289K +$49.4K +348 +19%
SI
539
Stephens Inc
Arkansas
$286K -$284 -2 -0.1%
SLAM
540
Swiss Life Asset Management
$281K +$297K +2,094 New
FL
541
Fort LP
Maryland
$279K -$188K -1,325 -39%
IFS
542
Ifrah Financial Services
Arkansas
$279K -$142 -1 -0%
OPS
543
Orion Portfolio Solutions
Nebraska
$276K +$91.6K +645 +46%
SBH
544
Segall Bryant & Hamill
Illinois
$275K
LAM
545
LifePro Asset Management
California
$274K
TCBWMS
546
Texas Capital Bank Wealth Management Services
Texas
$270K +$16.3K +115 +6%
BIA
547
Benchmark Investment Advisors
Illinois
$268K
PTC
548
Private Trust Company
Ohio
$268K
TMAM
549
Tokio Marine Asset Management
Japan
$267K
MAS
550
Meeder Advisory Services
Ohio
$263K +$278K +1,960 New