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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
SEC
526
Seven Eight Capital
New York
$559K -$357K -1,934 -42%
FI
527
FJ Investments
Utah
$557K +$500K +2,709 New
WA
528
WealthTrust Axiom
Pennsylvania
$552K
Public Sector Pension Investment Board (PSP Investments)
529
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$551K -$1.83M -9,941 -79%
QEI
530
QSV Equity Investors
Illinois
$549K +$492K +2,666 New
HNB
531
Huntington National Bank
Ohio
$547K -$738 -4 -0.2%
PCM
532
Prelude Capital Management
New York
$537K -$12.7K -69 -3%
AIMCA
533
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$535K
GS
534
GTS Securities
New York
$535K +$209K +1,135 +78%
ECM
535
Everence Capital Management
Indiana
$534K
KA
536
Kintegral Advisory
New York
$533K +$476K +2,579 New
VFA
537
Voya Financial Advisors
Connecticut
$502K -$2.03K -11 -0.4%
CPA
538
Court Place Advisors
Maryland
$499K
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$497K -$7.75K -42 -2%
ATC
540
Argent Trust Co
Tennessee
$495K +$8.12K +44 +2%
SI
541
Seeds Investor
New York
$494K +$443K +2,403 New
VI
542
Vestcor Inc
New Brunswick, Canada
$491K -$5.72K -31 -1%
Nomura Holdings
543
Nomura Holdings
Japan
$490K +$439K +2,380 New
GSEP
544
Golden State Equity Partners
California
$485K +$102K +551 +31%
SW
545
Simplicity Wealth
New Jersey
$483K +$433K +2,348 New
SIA
546
SeaBridge Investment Advisors
New Jersey
$482K -$142K -770 -25%
CFG
547
Citizens Financial Group
Rhode Island
$482K +$14.9K +81 +4%
AWM
548
Apollon Wealth Management
South Carolina
$480K +$21.8K +118 +5%
UCFA
549
United Capital Financial Advisors
Texas
$479K +$430K +2,330 New
PA
550
Procyon Advisors
Connecticut
$477K +$9.59K +52 +2%