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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
YIH
626
Y-Intercept (HK)
Hong Kong
$248K +$239K +1,357 New
AB
627
Atlas Brown
Kentucky
$247K
IA
628
IFP Advisors
Florida
$243K -$5.1K -29 -2%
WSFS
629
Wilmington Savings Fund Society
Delaware
$242K
CP
630
CenterBook Partners
Connecticut
$242K +$232K +1,321 New
PCA
631
Personal Capital Advisors
California
$241K +$8.26K +47 +4%
MC
632
Moors & Cabot
Massachusetts
$238K -$35.7K -203 -13%
PA
633
Procyon Advisors
Connecticut
$238K -$30.6K -174 -12%
CC
634
Courier Capital
New York
$238K
IFG
635
Independent Financial Group
California
$236K
FBT
636
First Bank & Trust
South Dakota
$234K -$17.4K -99 -7%
BHBT
637
Burke & Herbert Bank & Trust
Virginia
$230K
OCM
638
Orser Capital Management
Texas
$230K
AGP
639
Autumn Glory Partners
Texas
$225K +$216K +1,229 New
PP
640
Patron Partners
Texas
$220K
BFG
641
Barber Financial Group
Kansas
$220K +$212K +1,204 New
MCM
642
Murphy Capital Management
New Jersey
$219K +$211K +1,200 New
SBH
643
Segall Bryant & Hamill
Illinois
$216K +$207K +1,179 New
AWM
644
Aries Wealth Management
Maine
$214K -$18.5K -105 -8%
CFGS
645
Concourse Financial Group Securities
Alabama
$214K +$15.3K +87 +8%
CAM
646
Claret Asset Management
Quebec, Canada
$212K +$203K +1,157 New
KFI
647
Key Financial Inc
Pennsylvania
$211K
EFM
648
E Fund Management
China
$207K -$20.9K -119 -10%
RCAG
649
Rehmann Capital Advisory Group
Michigan
$206K +$198K +1,126 New
TCM
650
Teza Capital Management
Illinois
$205K +$197K +1,121 New