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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
551
$470K
552
$468K
553
$468K
554
$466K
555
$464K
556
$464K
557
$464K
558
$463K
559
$462K
560
$460K
561
$457K
562
$454K
563
$448K
564
$448K
565
$446K
566
$442K
567
$439K
568
$438K
569
$431K
570
$430K
571
$430K
572
$427K
573
$426K
574
$422K
575
$421K