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Broadridge

819 hedge funds and large institutions have $18.5B invested in Broadridge in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 297 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

62% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $10.8M

16% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 255

10% more capital invested

Capital invested by funds: $16.8B → $18.5B (+$1.71B)

4% more funds holding

Funds holding: 786819 (+33)

0.13% more ownership

Funds ownership: 87.45%87.58% (+0.13%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
819
Holders Change
+33
Holders Change %
+4.2%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
106
Increased
297
Reduced
255
Closed
64
Calls
$17.6M
Puts
$10.8M
Net Calls
+$6.75M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
576
Meeder Asset Management
Ohio
$331K +$48.2K +274 +18%
IAN
577
Integrated Advisors Network
Texas
$330K +$9.14K +52 +3%
AMIM
578
Aull & Monroe Investment Management
Alabama
$328K
A
579
Astrantus
Cyprus
$325K +$312K +1,777 New
GT
580
Glenmede Trust
Pennsylvania
$323K +$48.3K +275 +18%
WTB
581
Washington Trust Bank
Washington
$321K +$39K +222 +14%
FB
582
Fulton Bank
Pennsylvania
$314K +$302K +1,717 New
BC
583
Bridgefront Capital
Texas
$310K +$298K +1,696 New
BP
584
Ballentine Partners
Massachusetts
$307K +$295K +1,680 New
Vontobel Holding
585
Vontobel Holding
Switzerland
$305K
AIM
586
Anchor Investment Management
South Carolina
$302K
MAM
587
Mystic Asset Management
Rhode Island
$301K +$290K +1,650 New
VCM
588
Vivaldi Capital Management
Illinois
$299K +$352 +2 +0.1%
PA
589
Profund Advisors
Maryland
$298K -$4.92K -28 -2%
AWP
590
Ascent Wealth Partners
New York
$297K +$9.32K +53 +3%
AIM
591
Arcadia Investment Management
Michigan
$296K
Los Angeles Capital Management
592
Los Angeles Capital Management
California
$295K -$1.14M -6,459 -80%
HCM
593
Hudson Capital Management
New Jersey
$293K
CAM
594
Cresset Asset Management
Illinois
$292K -$675K -3,841 -71%
AIP
595
Ameritas Investment Partners
Nebraska
$290K
GWSG
596
GPS Wealth Strategies Group
Colorado
$288K +$17.6K +100 +7%
EWM
597
Evercore Wealth Management
New York
$287K -$84.4K -480 -23%
First Manhattan
598
First Manhattan
New York
$287K
HWIS
599
Hancock Whitney Investment Services
Louisiana
$286K +$274K +1,559 New
S
600
SignatureFD
Georgia
$276K -$4.57K -26 -2%