We are live on ! Find out more
BR icon

Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $23.5M

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
551
V-Square Quantitative Management
Illinois
$477K +$96.1K +521 +29%
RCM
552
Radnor Capital Management
Pennsylvania
$472K +$39.7K +215 +10%
Wellington Management Group
553
Wellington Management Group
Massachusetts
$470K +$58.5K +317 +16%
CT
554
Cambridge Trust
Massachusetts
$470K -$5.17K -28 -1%
Federated Hermes
555
Federated Hermes
Pennsylvania
$468K +$216K +1,169 +106%
JCM
556
Jacobi Capital Management
Pennsylvania
$468K +$369 +2 +0.1%
EB
557
Exchange Bank
California
$466K +$2.95K +16 +0.7%
HWA
558
Heritage Wealth Advisors
Virginia
$464K
EI
559
Ellevest Inc
New York
$464K +$30.1K +163 +8%
MAS
560
Meeder Advisory Services
Ohio
$464K +$155K +840 +59%
LJHT
561
Laurie J. Hall Trustee
$463K +$221K +1,200 +114%
SWM
562
Segment Wealth Management
Texas
$462K
SAW
563
Signal Advisors Wealth
Michigan
$460K +$411K +2,227 New
WFA
564
Websterrogers Financial Advisors
South Carolina
$457K -$182K -987 -31%
TFS
565
Thoroughbred Financial Services
Tennessee
$454K -$19K -103 -4%
PMFA
566
Plante Moran Financial Advisors
Michigan
$448K
SRC
567
Shufro Rose & Co
New York
$448K +$461K +2,500 New
BHCM
568
Brevan Howard Capital Management
Jersey
$446K +$400K +2,169 New
FIM
569
Freedom Investment Management
Connecticut
$442K +$64.9K +352 +20%
WA
570
Wealth Alliance
New York
$439K -$8.49K -46 -2%
SC
571
Savant Capital
Illinois
$438K +$131K +712 +50%
AC
572
Avestar Capital
New York
$431K -$1.29K -7 -0.3%
SWM
573
Spire Wealth Management
Virginia
$430K +$184 +1 +0%
CG
574
Caprock Group
Idaho
$430K -$4.43K -24 -1%
MAP
575
Moody Aldrich Partners
Massachusetts
$427K +$922 +5 +0.2%