BR icon

Broadridge

1,004 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 352

0.39% less ownership

Funds ownership: 89.52%89.12% (-0.39%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.1M
Puts
$6.51M
Net Calls
Net Calls Change

Top Sellers

1 -$355M
2 -$237M
3 -$138M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$726K
527
$724K
528
$723K
529
$716K
530
$716K
531
$711K
532
$709K
533
$703K
534
$698K
535
$688K
536
$686K
537
$682K
538
$676K
539
$670K
540
$665K
541
$655K
542
$647K
543
$644K
544
$641K
545
$638K
546
$636K
547
$634K
548
$634K
549
$632K
550
$630K