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Broadridge

1,004 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 355 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 352

0.39% less ownership

Funds ownership: 89.52%89.12% (-0.39%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.1M
Puts
$6.51M
Net Calls
Net Calls Change

Top Sellers

1 -$355M
2 -$237M
3 -$138M
4
Morgan Stanley
Morgan Stanley
New York
-$79M
5
JP Morgan Chase
JP Morgan Chase
New York
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$626K
552
$624K
553
$618K
554
$607K
555
$604K
556
$603K
557
$599K
558
$598K
559
$596K
560
$595K
561
$592K
562
$589K
563
$587K
564
$586K
565
$584K
566
$583K
567
$583K
568
$576K
569
$571K
570
$570K
571
$565K
572
$558K
573
$551K
574
$551K
575
$545K