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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
SOS
626
Silver Oak Securities
Tennessee
$174K -$52.3K -322 -25%
KFI
627
Key Financial Inc
Pennsylvania
$167K
PCOC
628
Power Corp of Canada
Canada
$159K +$179K +1,101 New
LJHT
629
Laurie J. Hall Trustee
$152K
WFA
630
Wipfli Financial Advisors
Wisconsin
$150K +$168K +1,038 New
Federated Hermes
631
Federated Hermes
Pennsylvania
$140K +$155K +954 +6,360%
AG
632
AIA Group
Hong Kong
$131K -$101K -620 -41%
AAP
633
Arax Advisory Partners
Colorado
$125K +$9.9K +61 +8%
GRP
634
Global Retirement Partners
California
$124K +$66.7K +411 +100%
PA
635
Parallel Advisors
California
$115K +$17.4K +107 +16%
SIM
636
Sentry Investment Management
Wisconsin
$114K
SBL
637
Sargent Bickham Lagudis
Colorado
$112K -$5.52K -34 -4%
TFA
638
Toth Financial Advisory
Virginia
$111K
HIA
639
Harbor Investment Advisory
Maryland
$110K +$2.11K +13 +2%
HDIM
640
Hanson & Doremus Investment Management
Vermont
$101K
CFGS
641
Concourse Financial Group Securities
Alabama
$97K -$32.1K -198 -23%
SAM
642
S.A. Mason
Michigan
$97K
EBA
643
Eagle Bay Advisors
New York
$96K
BBHC
644
Brown Brothers Harriman & Co
New York
$95K
WTC
645
WhitTier Trust Company
Nevada
$94K
CA
646
Crewe Advisors
Utah
$92K -$23.7K -146 -19%
TFA
647
Transamerica Financial Advisors
Florida
$92K +$7.3K +45 +8%
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$90K -$26.3K -162 -21%
T
649
TOBAM
France
$82K -$46.6K -287 -33%
EI
650
Ellevest Inc
New York
$80K -$18.5K -114 -17%