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Broadridge

914 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.79% more ownership

Funds ownership: 88.85%95.64% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
914
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
526
$551K
527
$549K
528
$547K
529
$537K
530
$535K
531
$535K
532
$534K
533
$533K
534
$502K
535
$499K
536
$497K
537
$495K
538
$494K
539
$491K
540
$490K
541
$485K
542
$483K
543
$482K
544
$482K
545
$480K
546
$479K
547
$477K
548
$477K
549
$472K
550
$470K