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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
MCM
601
Manchester Capital Management
Vermont
$168K +$177K +1,243 +17,757%
KFI
602
Key Financial Inc
Pennsylvania
$167K
PCOC
603
Power Corp of Canada
Canada
$148K
LJHT
604
Laurie J. Hall Trustee
$141K
CS
605
Comerica Securities
Michigan
$132K +$139K +978 New
MAM
606
Meeder Asset Management
Ohio
$131K -$315K -2,219 -69%
T
607
TOBAM
France
$124K +$50.3K +354 +62%
GRP
608
Global Retirement Partners
California
$121K +$11.1K +78 +9%
USCWA
609
U.S. Capital Wealth Advisors
Texas
$119K +$126K +890 New
AAP
610
Arax Advisory Partners
Colorado
$118K +$1.85K +13 +2%
TCOV
611
Trust Company of Vermont
Vermont
$113K -$57.3K -403 -32%
Dimensional Fund Advisors
612
Dimensional Fund Advisors
Texas
$112K +$521K +3,666 +0.4%
BAM
613
Belpointe Asset Management
Nevada
$112K +$118K +833 New
WTC
614
WhitTier Trust Company
Nevada
$104K +$17.5K +123 +19%
SBL
615
Sargent Bickham Lagudis
Colorado
$104K
TFA
616
Toth Financial Advisory
Virginia
$103K
HIA
617
Harbor Investment Advisory
Maryland
$103K
BTI
618
Blue Trust Inc
Georgia
$99K +$53.8K +379 +123%
Federated Hermes
619
Federated Hermes
Pennsylvania
$97.1K -$34.8K -245 -25%
TFA
620
Transamerica Financial Advisors
Florida
$97K +$12.8K +90 +14%
IA
621
IFP Advisors
Florida
$96K -$251K -1,765 -57%
FHA
622
First Horizon Advisors
Tennessee
$95K -$115K -806 -53%
HDIM
623
Hanson & Doremus Investment Management
Vermont
$94K
IAIM
624
Industrial Alliance Investment Management
Quebec, Canada
$93K +$98.3K +692 New
SAM
625
S.A. Mason
Michigan
$90.5K