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Broadridge

790 hedge funds and large institutions have $15.4B invested in Broadridge in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

83% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $14.6B → $15.4B (+$751M)

4% more funds holding

Funds holding: 762790 (+28)

2.97% more ownership

Funds ownership: 87.61%90.58% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 285

Holders
790
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
86
Increased
261
Reduced
285
Closed
47
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
601
Gofen & Glossberg
Illinois
$219K +$162 +1 +0.1%
IWC
602
Integrated Wealth Concepts
Massachusetts
$219K +$246K +1,518 New
FHA
603
First Horizon Advisors
Tennessee
$218K -$20.4K -126 -8%
RWA
604
River Wealth Advisors
Pennsylvania
$218K
LNB
605
Ledyard National Bank
$217K -$6.49K -40 -3%
HCM
606
Hudson Capital Management
New Jersey
$216K -$16.2K -100 -6%
BCMO
607
Buckingham Capital Management (Ohio)
Ohio
$216K
MC
608
Moors & Cabot
Massachusetts
$216K +$243K +1,496 New
AMIM
609
Aull & Monroe Investment Management
Alabama
$215K -$32.5K -200 -12%
FF
610
FourThought Financial
Florida
$214K -$129K -794 -35%
HWM
611
HB Wealth Management
Georgia
$214K -$57.8K -356 -19%
WTA
612
Washington Trust Advisors
Massachusetts
$214K
CRC
613
Curi RMB Capital
Illinois
$211K -$812 -5 -0.3%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$211K
OL
615
Optas LLC
Texas
$209K +$1.62K +10 +0.7%
CI
616
Cigna Investments
Connecticut
$207K -$9.74K -60 -4%
EWM
617
Empirical Wealth Management
Washington
$206K -$55.3K -341 -19%
HI
618
Horizon Investments
North Carolina
$206K +$232K +1,428 New
OPS
619
Orion Portfolio Solutions
Nebraska
$204K +$230K +1,416 New
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$204K +$230K +1,417 New
CAM
621
Campion Asset Management
Virginia
$203K
GA
622
Geller Advisors
New York
$202K +$227K +1,396 New
WIC
623
Willis Investment Counsel
Georgia
$202K +$227K +1,400 New
IA
624
IFP Advisors
Florida
$191K +$40.9K +252 +9%
TCOV
625
Trust Company of Vermont
Vermont
$179K +$57.3K +353 +40%