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Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
OneDigital Investment Advisors
Kansas
$260K +$275K +1,939 New
AHB
552
Abner Herrman & Brock
New Jersey
$260K
AWM
553
Apollon Wealth Management
South Carolina
$257K -$142 -1 -0.1%
Lido Advisors
554
Lido Advisors
California
$256K -$18.8K -132 -6%
AIP
555
Ameritas Investment Partners
Nebraska
$254K +$142 +1 +0.1%
RCM
556
Radnor Capital Management
Pennsylvania
$254K
SAM
557
Strategy Asset Managers
California
$253K +$3.98K +28 +2%
SPA
558
Shore Point Advisors
New Jersey
$252K
WA
559
Wealth Alliance
New York
$251K -$188K -1,326 -41%
KFSC
560
Keystone Financial Services (Colorado)
Colorado
$251K +$237K +1,667 New
PCA
561
Personal Capital Advisors
California
$248K +$263K +1,852 New
HCM
562
Hilton Capital Management
New York
$247K
MGIM
563
M&G Investment Management
United Kingdom
$245K +$260K +1,831 New
SIC
564
Samalin Investment Counsel
New York
$243K -$852 -6 -0.3%
MAP
565
Moody Aldrich Partners
Massachusetts
$242K -$2.7K -19 -1%
MIM
566
Marco Investment Management
Georgia
$241K
CGL
567
Clarius Group LLC
Washington
$237K -$8.24K -58 -3%
VCM
568
Vivaldi Capital Management
Illinois
$235K -$1.99K -14 -0.8%
SCM
569
Stonehearth Capital Management
Massachusetts
$233K
PA
570
Procyon Advisors
Connecticut
$233K +$246K +1,735 New
EWM
571
Empirical Wealth Management
Washington
$230K +$40.8K +287 +20%
Pacer Advisors
572
Pacer Advisors
Pennsylvania
$229K -$176K -1,242 -42%
BCM
573
Bayesian Capital Management
New York
$228K -$568K -4,000 -70%
RT
574
Rockland Trust
Massachusetts
$228K -$11.2K -79 -4%
MWP
575
Meredith Wealth Planning
Illinois
$226K +$239K +1,684 New