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Broadridge

918 hedge funds and large institutions have $23.1B invested in Broadridge in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 291 increasing their positions, 353 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

22% more capital invested

Capital invested by funds: $18.8B → $23.1B (+$4.23B)

8% more funds holding

Funds holding: 852918 (+66)

6.81% more ownership

Funds ownership: 88.96%95.77% (+6.8%)

18% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 353

20% less call options, than puts

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

Holders
918
Holders Change
+66
Holders Change %
+7.75%
% of All Funds
13.38%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
128
Increased
291
Reduced
353
Closed
50
Calls
$18.8M
Puts
$23.5M
Net Calls
-$4.73M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Aberdeen Wealth Management
Illinois
$426K
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$422K +$14.6K +79 +4%
RMC
578
Resources Management Corp
Connecticut
$421K -$17.5K -95 -4%
LAM
579
LifePro Asset Management
California
$420K
SYBT
580
Stock Yards Bank & Trust
Kentucky
$417K -$76.6K -415 -17%
IFS
581
Ifrah Financial Services
Arkansas
$415K -$1.66K -9 -0.4%
BIA
582
Benchmark Investment Advisors
Illinois
$412K
SPA
583
Shore Point Advisors
New Jersey
$386K
EWM
584
Empirical Wealth Management
Washington
$385K +$15.5K +84 +5%
TA
585
TrueWealth Advisors
Alabama
$379K +$116K +628 +52%
GRP
586
Global Retirement Partners
California
$378K +$19.4K +105 +6%
1WM
587
1858 Wealth Management
Ohio
$378K +$339K +1,835 New
Caisse de Depot et Placement du Quebec (CDPQ)
588
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$376K -$368K -1,993 -52%
NP
589
NorthRock Partners
Minnesota
$375K +$335K +1,818 New
MIM
590
Marco Investment Management
Georgia
$370K
SPA
591
Sherbrooke Park Advisers
New York
$370K -$95K -515 -22%
EBA
592
Eagle Bay Advisors
New York
$368K -$57.4K -311 -15%
CA
593
Continuum Advisory
Idaho
$366K -$46.9K -254 -12%
AWP
594
Ascent Wealth Partners
New York
$365K +$3.87K +21 +1%
SFA
595
Sequoia Financial Advisors
Ohio
$364K +$326K +1,767 New
CTC
596
Central Trust Company
Missouri
$361K -$48.9K -265 -13%
PCM
597
Penserra Capital Management
California
$361K +$90.6K +491 +39%
GP
598
Geneva Partners
Wisconsin
$360K +$323K +1,750 New
HI
599
Horizon Investments
North Carolina
$360K -$22.7K -123 -7%
AP
600
Adero Partners
California
$357K +$1.29K +7 +0.4%