We are live on ! Find out more
BR icon

Broadridge

784 hedge funds and large institutions have $13.8B invested in Broadridge in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 280 increasing their positions, 272 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 79

3% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 272

1% less funds holding

Funds holding: 790784 (-6)

2.39% less ownership

Funds ownership: 90.58%88.18% (-2.4%)

10% less capital invested

Capital invested by funds: $15.4B → $13.8B (-$1.6B)

23% less call options, than puts

Call options by funds: $8.65M | Put options by funds: $11.3M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
784
Holders Change
-6
Holders Change %
-0.76%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
89
Increased
280
Reduced
272
Closed
79
Calls
$8.65M
Puts
$11.3M
Net Calls
-$2.6M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
576
Main Street Financial Solutions
Pennsylvania
$225K +$238K +1,678 New
APWM
577
Argonautica Private Wealth Management
Massachusetts
$224K +$238K +1,673 New
Verition Fund Management
578
Verition Fund Management
Connecticut
$224K -$1.81M -12,711 -88%
HKIMG
579
Hutchens & Kramer Investment Management Group
Indiana
$224K -$8.95K -63 -4%
EWM
580
Evercore Wealth Management
New York
$223K -$48.9K -344 -17%
MC
581
Moors & Cabot
Massachusetts
$223K +$24K +169 +11%
ACM
582
Advisors Capital Management
New Jersey
$222K -$30.3K -213 -11%
AIM
583
Anchor Investment Management
South Carolina
$221K
MAM
584
Mystic Asset Management
Rhode Island
$221K
KeyBank National Association
585
KeyBank National Association
Ohio
$221K -$5.97K -42 -2%
MG
586
Meritage Group
California
$220K +$233K +1,643 New
MFG
587
Menard Financial Group
Texas
$218K +$231K +1,624 New
CWC
588
Carolinas Wealth Consulting
North Carolina
$217K
EWA
589
EP Wealth Advisors
California
$215K +$228K +1,602 New
AIM
590
Arcadia Investment Management
Michigan
$215K
SF
591
Synovus Financial
Georgia
$214K +$226K +1,592 New
GG
592
Gofen & Glossberg
Illinois
$212K +$9.09K +64 +4%
First Manhattan
593
First Manhattan
New York
$209K -$2.27K -16 -1%
VanEck Associates
594
VanEck Associates
New York
$202K +$214K +1,508 New
BCMO
595
Buckingham Capital Management (Ohio)
Ohio
$201K
HCM
596
Hudson Capital Management
New Jersey
$201K
WTA
597
Washington Trust Advisors
Massachusetts
$199K
S
598
SignatureFD
Georgia
$192K -$89.5K -630 -31%
OA
599
Operose Advisors
Wisconsin
$188K +$199K +1,400 New
HPC
600
HM Payson & Co
Maine
$187K -$31.7M -223,091 -99%