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Broadridge

1,008 hedge funds and large institutions have $22.3B invested in Broadridge in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 357 increasing their positions, 352 reducing their positions, and 45 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: 357 | Existing positions reduced: 352

0.37% less ownership

Funds ownership: 89.6%89.23% (-0.37%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,008
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 -$345M
2 -$257M
3 -$135M
4
Morgan Stanley
Morgan Stanley
New York
-$76.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$632K
552
$630K
553
$626K
554
$624K
555
$618K
556
$607K
557
$604K
558
$603K
559
$599K
560
$598K
561
$596K
562
$595K
563
$592K
564
$589K
565
$587K
566
$586K
567
$584K
568
$583K
569
$583K
570
$576K
571
$571K
572
$570K
573
$565K
574
$558K
575
$551K