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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$288K -$974 -6 -0.3%
TMAM
552
Tokio Marine Asset Management
Japan
$287K +$60.4K +372 +23%
FNA
553
First National Advisers
Nebraska
$286K +$45.9K +283 +17%
AHB
554
Abner Herrman & Brock
New Jersey
$280K +$315K +1,940 New
OR
555
Olympiad Research
Connecticut
$277K +$43.8K +270 +16%
Susquehanna International Group
556
Susquehanna International Group
Pennsylvania
$276K -$3.13M -19,259 -91%
AWM
557
Apollon Wealth Management
South Carolina
$276K +$311K +1,914 New
TCBWMS
558
Texas Capital Bank Wealth Management Services
Texas
$274K -$1.62K -10 -0.5%
SPA
559
Shore Point Advisors
New Jersey
$271K
SAM
560
Strategy Asset Managers
California
$268K +$301K +1,856 New
WFI
561
West Family Investments
California
$268K +$301K +1,856 New
CA
562
Cetera Advisors
Colorado
$265K -$23.2K -143 -7%
ACM
563
Advisors Capital Management
New Jersey
$264K +$8.76K +54 +3%
CGL
564
Clarius Group LLC
Washington
$264K +$40.3K +248 +16%
MAP
565
Moody Aldrich Partners
Massachusetts
$263K -$649 -4 -0.2%
SCM
566
Spreng Capital Management
Ohio
$263K
SIC
567
Samalin Investment Counsel
New York
$263K +$162 +1 +0.1%
MIM
568
Marco Investment Management
Georgia
$260K
CWM
569
Connecticut Wealth Management
Connecticut
$260K +$293K +1,804 New
TSS
570
Two Sigma Securities
New York
$259K +$291K +1,795 New
RT
571
Rockland Trust
Massachusetts
$258K -$10.6M -65,166 -97%
HKIMG
572
Hutchens & Kramer Investment Management Group
Indiana
$258K -$1.95K -12 -0.7%
Arrowstreet Capital
573
Arrowstreet Capital
Massachusetts
$256K +$287K +1,771 New
PFBT
574
Parkside Financial Bank & Trust
Missouri
$255K +$2.27K +14 +0.8%
WTB
575
Washington Trust Bank
Washington
$253K