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Broadridge

913 hedge funds and large institutions have $23B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 289 increasing their positions, 352 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.8% more ownership

Funds ownership: 88.8%95.6% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 352

20% less call options, than puts

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

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.8M
Puts
$23.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
576
$417K
577
$415K
578
$412K
579
$386K
580
$385K
581
$379K
582
$378K
583
$378K
584
$376K
585
$375K
586
$370K
587
$370K
588
$368K
589
$366K
590
$365K
591
$364K
592
$361K
593
$361K
594
$360K
595
$360K
596
$357K
597
$357K
598
$357K
599
$354K
600
$350K