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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
GG
601
Gofen & Glossberg
Illinois
$276K +$176 +1 +0.1%
BCMO
602
Buckingham Capital Management (Ohio)
Ohio
$274K
PPW
603
Pasadena Private Wealth
California
$274K
RJT
604
Raymond James Trust
Florida
$273K +$4.92K +28 +2%
WTA
605
Washington Trust Advisors
Massachusetts
$272K +$261K +1,486 New
RWA
606
River Wealth Advisors
Pennsylvania
$269K +$11.4K +65 +5%
HKIMG
607
Hutchens & Kramer Investment Management Group
Indiana
$269K +$309K +1,759 New
CRC
608
Curi RMB Capital
Illinois
$268K +$27.1K +154 +12%
SVWAG
609
Sound View Wealth Advisors Group
Georgia
$267K
OL
610
Optas LLC
Texas
$265K +$2.29K +13 +0.9%
EWM
611
Empirical Wealth Management
Washington
$261K
PWM
612
Perigon Wealth Management
California
$261K +$251K +1,427 New
PA
613
Pinnacle Associates
New York
$260K -$1.76K -10 -0.7%
FPCP
614
Fort Point Capital Partners
California
$259K -$2.81K -16 -1%
CAM
615
Campion Asset Management
Virginia
$258K
LS
616
Livforsakringsbolaget Skandia
Sweden
$256K
MAP
617
Moody Aldrich Partners
Massachusetts
$255K -$3.34K -19 -1%
CWM
618
Connecticut Wealth Management
Connecticut
$255K
WJWM
619
Williams Jones Wealth Management
New York
$254K +$245K +1,391 New
CICI
620
Capital Investment Counsel Inc
North Carolina
$252K +$176 +1 +0.1%
CS
621
Comerica Securities
Michigan
$252K +$242K +1,374 New
Cerity Partners
622
Cerity Partners
New York
$252K +$242K +1,378 New
HIC
623
Harvey Investment Company
Kentucky
$250K
CWP
624
Concord Wealth Partners
Virginia
$249K +$164K +932 +217%
RMDI
625
R.M. Davis Inc
Maine
$248K