We are live on ! Find out more
BR icon

Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Menard Financial Group
Texas
$380K +$61.7K +351 +20%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$377K +$362K +2,061 New
LAM
553
LifePro Asset Management
California
$373K
BCV
554
Banque Cantonale Vaudoise
Switzerland
$371K
SI
555
Stephens Inc
Arkansas
$370K -$65K -370 -15%
CWC
556
Carolinas Wealth Consulting
North Carolina
$368K +$85.3K +485 +32%
PDN
557
Pensionfund DSM Netherlands
Netherlands
$366K
ACM
558
Aquatic Capital Management
Illinois
$366K +$352K +2,000 New
MWM
559
Modera Wealth Management
New Jersey
$366K +$352K +2,003 New
PFO
560
Pathstone Family Office
New Jersey
$362K +$64.3K +366 +23%
AWM
561
Accurate Wealth Management
Florida
$361K +$10.5K +60 +3%
JF
562
JSF Financial
California
$361K +$347K +1,975 New
TCBWMS
563
Texas Capital Bank Wealth Management Services
Texas
$360K -$14.1K -80 -4%
EI
564
Ethic Inc
New York
$359K +$69.8K +397 +25%
FC
565
FORA Capital
Florida
$359K +$345K +1,962 New
IA
566
IndexIQ Advisors
New York
$353K -$12.1K -69 -3%
IRF
567
IBM Retirement Fund
New York
$351K -$229K -1,302 -40%
WFI
568
West Family Investments
California
$349K -$58.2K -331 -15%
CCP
569
Corient Capital Partners
California
$348K +$22.9K +130 +7%
MC
570
Machina Capital
France
$347K +$334K +1,900 New
EF
571
Empirical Finance
Pennsylvania
$345K +$96.5K +549 +41%
SCM
572
Spreng Capital Management
Ohio
$343K
RCM
573
Radnor Capital Management
Pennsylvania
$342K
AII
574
AGF Investments Inc
Ontario, Canada
$342K +$153K +870 +87%
MIM
575
Marco Investment Management
Georgia
$331K +$2.11K +12 +0.7%